Civic Intelligence

Horace Wells Trust Fund Inc.

990PF • Fiscal year 2018 • EIN 06-6037032

Nov 01, 2017 to Oct 31, 2018 • Filed on May 15, 2019

Organization Profile
100 Sherman StreetNorwich, CT 06360

(860) 886-1466

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

7.5%

Faster asset growth than 63% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$230,270

Up $16,001 (+7.5%) from 2017

Net Assets

Up

$230,270

Up $16,001 (+7.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$19,299

Up $5,158 (+36%) from 2017

Expenses

Down

$3,298

Down $18,764 (-85%) from 2017

Net Income

Up

$16,001

Up $23,922 (+302%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$230,270
Liabilities$0
Net Assets$230,270
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$19,299
Expenses$3,298
Net Income$16,001
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LOWNEYPresident-$0--
CHRISTINE NIEKRASH DDSDirector-$0--
JAMES NAYLOR DDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Horace Wells Trust Fund
EIN
06-6037032
Phone
8608861466
Address
100 SHERMAN STREET, NORWICH, CT 06360

Signing Officer

Name
Jennifer Lowney
Title
President
Phone
8608861466
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Halloran & Associates LLC
Address
349 MITCHELL STREET, GROTON, CT 06340
Preparer
Charles J Halloran CPA
Phone
8604058195
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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/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt021442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.058299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.102658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.021640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0356427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0335480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0294911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0322968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0340526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0288582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.300792
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01118
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01118
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01118
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER LOWNEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 SHERMAN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006360
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08608861466
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMS AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNIFER LOWNEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08608861466
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 SHERMAN STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORWICH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006360
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DENTAL STUDENTS WHO ARE NATIVES OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 31ST
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/AppliedToCurrentYearAmt01118
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02535
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01118
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07899
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024495
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01800
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt098
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt098
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08608861466
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE WELLS TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0HORA
ReturnHeader/Filer/EIN0066037032
ReturnHeader/Filer/PhoneNum08608861466
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 SHERMAN STREET
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006360
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A8274A4630EE85849FE04A3E9E0BFBD35A93367
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0080795C318865985E1BB1E0006DD93431D7B304D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.39.157
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTm010:04:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271873199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALLORAN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0349 MITCHELL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006340
ReturnHeader/PreparerPersonGrp/PhoneNum08604058195
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES J HALLORAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T09:06:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,270
Liabilities
$0
Net assets
$230,270
Revenue
$19,299
Expenses
$3,298
Net income
$16,001
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