Civic Intelligence

Horace Wells Trust Fund Inc.

990PF • Fiscal year 2013 • EIN 06-6037032

Nov 01, 2012 to Oct 31, 2013 • Filed on Feb 03, 2014

Organization Profile
100 Sherman StreetWest Hartford, CT 06360
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-220%

Higher net margin than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

32nd percentile

-5.9%

Faster asset growth than 32% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$224,227

Down $13,954 (-5.9%) from 2012

Net Assets

$224,227

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$6,346

Down $25,173 (-80%) from 2012

Expenses

Up

$20,300

Up $6,991 (+53%) from 2012

Net Income

Down

-$13,954

Down $32,164 (-177%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2011: $219,971Liabilities 2011: $02011Assets 2012: $238,181Liabilities 2012: $02012Assets 2013: $224,227Liabilities 2013: $0Net Assets 2013: $224,2272013Assets 2014: $223,804Liabilities 2014: $0Net Assets 2014: $223,8042014Assets 2015: $224,238Liabilities 2015: $0Net Assets 2015: $224,2382015Assets 2016: $222,190Liabilities 2016: $0Net Assets 2016: $222,1902016Assets 2017: $214,269Liabilities 2017: $0Net Assets 2017: $214,2692017Assets 2018: $230,270Liabilities 2018: $0Net Assets 2018: $230,2702018Assets 2019: $218,728Liabilities 2019: $0Net Assets 2019: $218,7282019Assets 2020: $206,771Liabilities 2020: $0Net Assets 2020: $206,7712020Assets 2021: $197,338Liabilities 2021: $0Net Assets 2021: $197,3382021Assets 2022: $186,842Liabilities 2022: $0Net Assets 2022: $186,8422022

Highlighted filing

2013

Assets$224,227
Liabilities$0
Net Assets$224,227
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40K$20K$0-$20KRevenue 2011: $8,141Expenses 2011: $7,766Net Income 2011: $3752011Revenue 2012: $31,519Expenses 2012: $13,309Net Income 2012: $18,2102012Revenue 2013: $6,346Expenses 2013: $20,300Net Income 2013: -$13,9542013Revenue 2014: $23,363Expenses 2014: $23,786Net Income 2014: -$4232014Revenue 2015: $10,951Expenses 2015: $10,517Net Income 2015: $4342015Revenue 2016: $31,675Expenses 2016: $33,723Net Income 2016: -$2,0482016Revenue 2017: $14,141Expenses 2017: $22,062Net Income 2017: -$7,9212017Revenue 2018: $19,299Expenses 2018: $3,298Net Income 2018: $16,0012018Revenue 2019: $10,139Expenses 2019: $21,681Net Income 2019: -$11,5422019Revenue 2020: $7,201Expenses 2020: $19,158Net Income 2020: -$11,9572020Revenue 2021: $11,639Expenses 2021: $21,072Net Income 2021: -$9,4332021Revenue 2022: $15,004Expenses 2022: $25,500Net Income 2022: -$10,4962022

Highlighted filing

2013

Revenue$6,346
Expenses$20,300
Net Income-$13,954
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Feb 3, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMIAN J LOWNEY JR DDSPresident-$0--
CHRISTINE NIEKRASH DDSDirector-$0--
JAMES NAYLOR DDSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHAITIAN HEALTH FOUNDATIONGRANT-NORWICH, CT, US$3,650
Paid Grant-SCHOLARSHIP-FARMINGTON, CT, US$1,000
Paid Grant-SCHOLARSHIP-PHILADELPHIA, PA, US$1,000
Paid Grant-SCHOLARSHIP-PHILADELPHIA, PA, US$1,000
Paid Grant-SCHOLARSHIP-WEST HARTFORD, CT, US$1,000
Paid Grant-SCHOLARSHIP-FARMINGTON, CT, US$1,000
Paid Grant-SCHOLARSHIP-NASHVILLE, TN, US$1,000
Paid Grant-SCHOLARSHIP-BOSTON, MA, US$1,000
Paid Grant-SCHOLARSHIP-NEW BRITAIN, CT, US$1,000
Paid Grant-SCHOLARSHIP-NEW BRITAIN, CT, US$1,000
Paid Grant-SCHOLARSHIP-CLEVELAND, OH, US$1,000
Paid Grant-SCHOLARSHIP-STAMFORD, CT, US$1,000
Filing and Contact Details

Filer

EIN
06-6037032
Raw XML AppendixShowing 400 of 555 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0350
CompensationExplanation/Compensation/PersonName0JEREMIAN J LOWNEY JR DDS
CompensationExplanation/Compensation/PersonName1CHRISTINE NIEKRASH DDS
CompensationExplanation/Compensation/PersonName2JAMES NAYLOR DDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEREMIAN J LOWNEY JR DDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CHRISTINE NIEKRASH DDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES NAYLOR DDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1116 PEMBROKE HILL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1241 N MAIN STREET
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DR JEREMIAH LOWNEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08608861466
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0FORMS AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JEREMIAH LOWNEY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08608861466
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10100 SHERMAN STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NORWICH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode006360
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0DENTAL STUDENTS WHO ARE NATIVES OF CONNECTICUT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0OCTOBER 31ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount113650

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,227
Liabilities
$0
Net assets
$224,227
Revenue
$6,346
Expenses
$20,300
Net income
-$13,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.26$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.12$0.21$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.07$0.19$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.22$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.19$0.03$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.14$0.22$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.32$0.34$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.11$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.23$0.24$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.06$0.20$0.14
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$0.32$0.13$0.18
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$0.08$0.08$0.00