Civic Intelligence

Hubbard W-Poor Mer

990PF • Fiscal year 2021 • EIN 06-6035776

May 01, 2020 to Apr 30, 2021 • Filed on Oct 21, 2021

123 Bank StreetWaterbury, CT 06702

(203) 578-2448

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

51st percentile

14%

Higher net margin than 51% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$4,452

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$664,412

No earlier filing loaded for comparison.

Net Assets

$664,412

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$56,723

No earlier filing loaded for comparison.

Expenses

$48,910

No earlier filing loaded for comparison.

Net Income

$7,813

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2021: $664,412Liabilities 2021: $0Net Assets 2021: $664,4122021Assets 2022: $690,326Liabilities 2022: $0Net Assets 2022: $690,3262022Assets 2023: $656,170Liabilities 2023: $0Net Assets 2023: $656,1702023Assets 2024: $635,193Liabilities 2024: $0Net Assets 2024: $635,1932024Assets 2025: $639,708Liabilities 2025: $0Net Assets 2025: $639,7082025

Highlighted filing

2021

Assets$664,412
Liabilities$0
Net Assets$664,412

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $56,723Expenses 2021: $48,910Net Income 2021: $7,8132021Revenue 2022: $102,960Expenses 2022: $82,895Net Income 2022: $20,0652022Revenue 2023: $27,231Expenses 2023: $55,300Net Income 2023: -$28,0692023Revenue 2024: $44,199Expenses 2024: $64,762Net Income 2024: -$20,5632024Revenue 2025: $70,351Expenses 2025: $65,730Net Income 2025: $4,6212025

Highlighted filing

2021

Revenue$56,723
Expenses$48,910
Net Income$7,813
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEBSTER BANK N ATrustee-$4,452-$4,452
Filing and Contact Details

Filer

Filer Name
Hubbard W-poor Mer
EIN
06-6035776
In Care Of
% WEBSTER BANK NA
Phone
2035782448
Address
123 BANK STREET, WATERBURY, CT 06702

Signing Officer

Name
Carrie Chace Webster Bank
Title
Vice President
Phone
2035782448
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
1201 ELM STREET, DALLAS, TX 75270
Preparer
Robert P Murta
Phone
2149791812
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5909260B887 BLACKROCK FUNDS V -
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6136204QHJ2 GINNIE MAE I POOL GN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6248121L114 JPMORGAN STRATEGIC I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6346641Q837 JPMORGAN ULTRA-SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64543916688 LORD ABBETT SHORT DU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65592905509 METROPOLITAN WEST TO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66922020805 VANGUARD SHORT-TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67128119864 CALAMOS CONVERTIBLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6819248X307 COHEN & STEERS PREFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6909250J734 BLACKROCK EVENT DRIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70128119880 CALAMOS MARKET NEUTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71367829884 GATEWAY FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123535
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