Civic Intelligence

Bethany Library Association Incorporated

990 • Fiscal year 2013 • EIN 06-6007835

Jul 01, 2012 to Jun 30, 2013 • Filed on May 13, 2014

538 Amity RoadBethany, CT 06524
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

45th percentile

0.6%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-2.2%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$898,674

Up $5,436 (+0.6%) from 2012

Net Assets

Up

$898,674

Up $5,436 (+0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$181,633

Down $4,051 (-2.2%) from 2012

Expenses

Up

$176,197

Up $42,091 (+31%) from 2012

Net Income

Down

$5,436

Down $46,142 (-89%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $850,154Liabilities 2010: $02010Assets 2011: $841,660Liabilities 2011: $0Net Assets 2011: $841,6602011Assets 2012: $893,238Liabilities 2012: $0Net Assets 2012: $893,2382012Assets 2013: $898,674Liabilities 2013: $0Net Assets 2013: $898,6742013Assets 2014: $944,894Liabilities 2014: $7,312Net Assets 2014: $937,5822014Assets 2015: $946,124Liabilities 2015: $21,852Net Assets 2015: $924,2722015Assets 2016: $955,758Liabilities 2016: $4,707Net Assets 2016: $951,0512016Assets 2017: $1,003,176Liabilities 2017: $4,892Net Assets 2017: $998,2842017Assets 2018: $1,063,316Liabilities 2018: $15,270Net Assets 2018: $1,048,0462018Assets 2019: $1,107,835Liabilities 2019: $29,937Net Assets 2019: $1,077,8982019Assets 2020: $1,183,607Liabilities 2020: $21,869Net Assets 2020: $1,161,7382020Assets 2021: $1,354,034Liabilities 2021: $21,869Net Assets 2021: $1,332,1652021Assets 2022: $1,470,371Liabilities 2022: $11,773Net Assets 2022: $1,458,5982022Assets 2023: $1,438,996Liabilities 2023: $11,773Net Assets 2023: $1,427,2232023Assets 2024: $1,511,020Liabilities 2024: $11,773Net Assets 2024: $1,499,2472024

Highlighted filing

2013

Assets$898,674
Liabilities$0
Net Assets$898,674

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $87,181Expenses 2010: $119,862Net Income 2010: -$32,6812010Revenue 2011: $125,373Expenses 2011: $133,866Net Income 2011: -$8,4932011Revenue 2012: $185,684Expenses 2012: $134,106Net Income 2012: $51,5782012Revenue 2013: $181,633Expenses 2013: $176,197Net Income 2013: $5,4362013Revenue 2014: $246,770Expenses 2014: $219,554Net Income 2014: $27,2162014Revenue 2015: $218,535Expenses 2015: $231,845Net Income 2015: -$13,3102015Revenue 2016: $240,520Expenses 2016: $212,804Net Income 2016: $27,7162016Revenue 2017: $326,026Expenses 2017: $278,793Net Income 2017: $47,2332017Revenue 2018: $377,871Expenses 2018: $330,656Net Income 2018: $47,2152018Revenue 2019: $324,451Expenses 2019: $294,599Net Income 2019: $29,8522019Revenue 2020: $416,944Expenses 2020: $333,104Net Income 2020: $83,8402020Revenue 2021: $463,779Expenses 2021: $293,352Net Income 2021: $170,4272021Revenue 2022: $459,524Expenses 2022: $344,025Net Income 2022: $115,4992022Revenue 2023: $355,283Expenses 2023: $385,352Net Income 2023: -$30,0692023Revenue 2024: $436,937Expenses 2024: $364,913Net Income 2024: $72,0242024

Highlighted filing

2013

Revenue$181,633
Expenses$176,197
Net Income$5,436
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 13, 2014
Return Version
2012v2.1
Gross Receipts
$207,205
Mission and Program Overview

Mission

The mission of the clark memorial library of bethany is to provide materials and services for community residents of all ages. The materials shall be for personal enrichment, enjoyment, and educational needs in a variety of formats. Programs and activities organized and supported by the library will help to meet the needs of adults, teens and children in our town.

Filing and Contact Details

Filer

EIN
06-6007835
Raw XML AppendixShowing 400 of 431 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PUBLIC LIBRARY SERVING THE TOWN OF BETHANY, CONNECTICUT.
IRS990/AddressPrincipalOfficerUS/AddressLine10538 AMITY ROAD
IRS990/AddressPrincipalOfficerUS/City0BETHANY
IRS990/AddressPrincipalOfficerUS/State0CT
IRS990/AddressPrincipalOfficerUS/ZIPCode006524
IRS990/AllOtherContributions016043
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY07111
IRS990/CashNonInterestBearing/EOY06146
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/ProgramServices03964
IRS990/ConferencesMeetings/Total03964
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0168511
IRS990/ContributionsGrantsPriorYear0178130
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0PUBLIC LIBRARY SERVING THE TOWN OF BETHANY CONNECTICUT
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/ExcessBenefitTransaction00
IRS990/Expense0174987
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesInvstMgmntFees/ProgramServices01713
IRS990/FeesForServicesInvstMgmntFees/Total01713
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek12.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek52.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/NamePerson0BUFF BACHENHEIMER
IRS990/Form990PartVIISectionA/NamePerson1PATRICIA MARTIN
IRS990/Form990PartVIISectionA/NamePerson2BARBARA HAAG
IRS990/Form990PartVIISectionA/NamePerson3STEVE MASSEY
IRS990/Form990PartVIISectionA/NamePerson4SUSAN BEDRON
IRS990/Form990PartVIISectionA/NamePerson5JAMES HSIANG
IRS990/Form990PartVIISectionA/NamePerson6ELIZABETH SCOTT
IRS990/Form990PartVIISectionA/NamePerson7SHIRLEY LASCH-GOBLISCH
IRS990/Form990PartVIISectionA/NamePerson8JOHN PELLICANO
IRS990/Form990PartVIISectionA/NamePerson9KATHRYN SYLVESTER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1SECRETARY
IRS990/Form990PartVIISectionA/Title2V PRES
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TREASURER
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities01124
IRS990/Gaming00
IRS990/GovernmentGrants0152468
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities026696
IRS990/GrossReceipts0207205
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/ProgramServices07079
IRS990/InformationTechnology/Total07079
IRS990/Insurance/ProgramServices01190
IRS990/Insurance/Total01190
IRS990/InvestmentIncomeCurrentYear07522
IRS990/InvestmentIncome/ExclusionAmount06398
IRS990/InvestmentIncomePriorYear06596
IRS990/InvestmentIncome/TotalRevenueColumn06398
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY0244557
IRS990/InvestmentsOtherSecurities/EOY0250958
IRS990/LandBuildingsEquipmentBasis0641570
IRS990/LandBuildingsEquipmentBasisNet/BOY0641570
IRS990/LandBuildingsEquipmentBasisNet/EOY0641570
IRS990/LessCostOthBasisSalesExpenses/Securities025572
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE MISSION OF THE CLARK MEMORIAL LIBRARY OF BETHANY IS TO PROVIDE MATERIALS AND SERVICES FOR COMMUNITY RESIDENTS OF ALL AGES. THE MATERIALS SHALL BE FOR PERSONAL ENRICHMENT, ENJOYMENT, AND EDUCATIONAL NEEDS IN A VARIETY OF FORMATS. PROGRAMS AND ACTIVITIES ORGANIZED AND SUPPORTED BY THE LIBRARY WILL HELP TO MEET THE NEEDS OF ADULTS, TEENS AND CHILDREN IN OUR TOWN.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0BARBARA HAAG
IRS990/NbrIndependentVotingMembers010
IRS990/NbrVotingGoverningBodyMembers010
IRS990/NbrVotingMembersGoverningBody010
IRS990/NetAssetsOrFundBalancesBOY0893238
IRS990/NetAssetsOrFundBalancesEOY0898674
IRS990/NetGainOrLossInvestments/ExclusionAmount01124
IRS990/NetGainOrLossInvestments/TotalRevenueColumn01124
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers010
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees07
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices036522
IRS990/Occupancy/Total036522
IRS990/OfficeExpenses/Fundraising01210
IRS990/OfficeExpenses/ProgramServices04321
IRS990/OfficeExpenses/Total05531
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/ProgramServices04046
IRS990/OtherEmployeeBenefits/Total04046
IRS990/OtherExpensePriorYear052003
IRS990/OtherExpensesCurrentYear070186
IRS990/OtherExpenses/Description0BOOKS AND PERIODICALS
IRS990/OtherExpenses/ProgramServices013454
IRS990/OtherExpenses/Total013454
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/ProgramServices096660
IRS990/OtherSalariesAndWages/Total096660
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ProgramServices05305
IRS990/PayrollTaxes/Total05305
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0611710
IRS990/ProgramServiceRevenueCY05600
IRS990/ProgramServiceRevenue/Description0FINES AND COPY INCOME
IRS990/ProgramServiceRevenuePriorYear0958
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome05600
IRS990/ProgramServiceRevenue/TotalRevenueColumn05600
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses05436
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0893238
IRS990/RetainedEarningsEndowmentEtc/EOY0898674
IRS990/Revenue05600
IRS990/RevenuesLessExpensesCY05436
IRS990/RevenuesLessExpensesPriorYear051578
IRS990/SalariesEtcCurrentYear0106011
IRS990/SalariesEtcPriorYear082103
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0168511
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0178130
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0116432
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years094526
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years095813
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0653412
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear07522
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year06596
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years08103
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years045118
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years061357
IRS990ScheduleA/GrossInvestmentIncome170/Total0128696
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc08497
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.83540
IRS990ScheduleA/PublicSupportPertcentPriorYear00.80010
IRS990ScheduleA/PublicSupportTotal1700653412
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0168511
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0178130
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0116432
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years094526
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years095813
IRS990ScheduleA/Total170/Total0653412
IRS990ScheduleA/TotalSupport0782108
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/Buildings/BookValue0459160
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0459160
IRS990ScheduleD/Land/BookValue0182410
IRS990ScheduleD/Land/OtherCostOrOtherBasis0182410
IRS990ScheduleD/OtherSecurities/BookValue011768
IRS990ScheduleD/OtherSecurities/BookValue116858
IRS990ScheduleD/OtherSecurities/BookValue29331
IRS990ScheduleD/OtherSecurities/BookValue317636
IRS990ScheduleD/OtherSecurities/BookValue410380
IRS990ScheduleD/OtherSecurities/BookValue512140
IRS990ScheduleD/OtherSecurities/BookValue621328
IRS990ScheduleD/OtherSecurities/BookValue714706
IRS990ScheduleD/OtherSecurities/BookValue812383
IRS990ScheduleD/OtherSecurities/BookValue916889
IRS990ScheduleD/OtherSecurities/BookValue1013818
IRS990ScheduleD/OtherSecurities/BookValue1116521
IRS990ScheduleD/OtherSecurities/BookValue1218252
IRS990ScheduleD/OtherSecurities/BookValue1310346
IRS990ScheduleD/OtherSecurities/BookValue1414162
IRS990ScheduleD/OtherSecurities/BookValue1513341
IRS990ScheduleD/OtherSecurities/BookValue1612170
IRS990ScheduleD/OtherSecurities/BookValue178929
IRS990ScheduleD/OtherSecurities/Description0CHAMPLAIN MID CAP FD
IRS990ScheduleD/OtherSecurities/Description1AMERICAN FD
IRS990ScheduleD/OtherSecurities/Description2ARTISAN INT'L FD
IRS990ScheduleD/OtherSecurities/Description3DODGE & COX INCOME FD
IRS990ScheduleD/OtherSecurities/Description4EUROPACIFIC GROWTH FD
IRS990ScheduleD/OtherSecurities/Description5PERKINS MID CAP VALUE FD
IRS990ScheduleD/OtherSecurities/Description6JP MORGAN US LARGE CAP CORE FD
IRS990ScheduleD/OtherSecurities/Description7JP MORGAN CORE BOND FD
IRS990ScheduleD/OtherSecurities/Description8CLEARBRIDGE EQUITY INCOME
IRS990ScheduleD/OtherSecurities/Description9MFS RESEARCH FD
IRS990ScheduleD/OtherSecurities/Description10NEUBERGER BERMAN HIGH INCOME BD FD
IRS990ScheduleD/OtherSecurities/Description11NUVEEN WINSLOW LARGE CAP GROWTH FD
IRS990ScheduleD/OtherSecurities/Description12PIMCO TOTAL RETURN FD
IRS990ScheduleD/OtherSecurities/Description13T ROWE PRICE SMALL CAP VALUE FD
IRS990ScheduleD/OtherSecurities/Description14TEMPLETON GLOBAL BOND FD
IRS990ScheduleD/OtherSecurities/Description15WELLS FARGO INT'L VALUE FD
IRS990ScheduleD/OtherSecurities/Description16AQR DIVERSIFIED ARBITRAFE FD
IRS990ScheduleD/OtherSecurities/Description17VIRTUS EMERGING MKTS OPP FD
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/OtherSecurities/MethodOfValuation1C
IRS990ScheduleD/OtherSecurities/MethodOfValuation2C
IRS990ScheduleD/OtherSecurities/MethodOfValuation3C
IRS990ScheduleD/OtherSecurities/MethodOfValuation4C
IRS990ScheduleD/OtherSecurities/MethodOfValuation5C
IRS990ScheduleD/OtherSecurities/MethodOfValuation6C
IRS990ScheduleD/OtherSecurities/MethodOfValuation7C
IRS990ScheduleD/OtherSecurities/MethodOfValuation8C
IRS990ScheduleD/OtherSecurities/MethodOfValuation9C
IRS990ScheduleD/OtherSecurities/MethodOfValuation10C
IRS990ScheduleD/OtherSecurities/MethodOfValuation11C
IRS990ScheduleD/OtherSecurities/MethodOfValuation12C
IRS990ScheduleD/OtherSecurities/MethodOfValuation13C
IRS990ScheduleD/OtherSecurities/MethodOfValuation14C
IRS990ScheduleD/OtherSecurities/MethodOfValuation15C
IRS990ScheduleD/OtherSecurities/MethodOfValuation16C
IRS990ScheduleD/OtherSecurities/MethodOfValuation17C
IRS990ScheduleD/TotalOfBookValueLandBuildings0641570
IRS990ScheduleD/TotalOfBookValueSecurities0250958
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0A DRAFT COPY OF THE 990 WAS PROVIDED TO THE BOARD FOR REVIEW.
IRS990ScheduleO/GeneralExplanation/Explanation1AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10111 LEBANON ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0BETHANY
IRS990/TheBooksAreInCareOf/AddressUS/State0CT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode006524
IRS990/TheBooksAreInCareOf/NamePerson0SUSAN BEDRON
IRS990/TheBooksAreInCareOf/TelephoneNumber02032152158
IRS990/TotalAssets/BOY0893238
IRS990/TotalAssetsBOY0893238
IRS990/TotalAssets/EOY0898674
IRS990/TotalAssetsEOY0898674
IRS990/TotalCompGT150K00
IRS990/TotalContributions0168511
IRS990/TotalExpensesCurrentYear0176197
IRS990/TotalExpensesPriorYear0134106
IRS990/TotalFunctionalExpenses/Fundraising01210
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0174987
IRS990/TotalFunctionalExpenses/Total0176197
IRS990/TotalFundrsngExpCurrentYear01210
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0893238
IRS990/TotalLiabNetAssetsFundBalances/EOY0898674
IRS990/TotalNbrEmployees07
IRS990/TotalNbrVolunteers018
IRS990/TotalNetAssetsFundBalances/BOY0893238
IRS990/TotalNetAssetsFundBalances/EOY0898674
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0174987
IRS990/TotalProgramServiceRevenue05600
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0181633
IRS990/TotalRevenue/ExclusionAmount07522
IRS990/TotalRevenuePriorYear0185684
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome05600
IRS990/TotalRevenue/TotalRevenueColumn0181633
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/Travel/ProgramServices0733
IRS990/Travel/Total0733
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.44$0.36$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.36$0.39$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$0.46$0.34$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.46$0.29$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.16$0.42$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.03$1.08$0.32$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.05$0.38$0.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.33$0.28$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.95$0.24$0.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.92$0.22$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.94$0.25$0.22$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.18$0.18$0.01
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.19$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.13$0.13$0.01
2010Summary only. Only limited summary data is available for this year.$0.85$0.00$0.09$0.12$0.03