Civic Intelligence

Horace Wells Trust Fund Inc.

990PF • Fiscal year 2021 • EIN 06-6037032

Nov 01, 2020 to Oct 31, 2021 • Filed on Jun 22, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-81%

Higher net margin than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-4.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

62%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$197,338

Down $9,433 (-4.6%) from 2020

Net Assets

Down

$197,338

Down $9,433 (-4.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Up

$11,639

Up $4,438 (+62%) from 2020

Expenses

Up

$21,072

Up $1,914 (+10.0%) from 2020

Net Income

Up

-$9,433

Up $2,524 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$197,338
Liabilities$0
Net Assets$197,338
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$11,639
Expenses$21,072
Net Income-$9,433
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jun 22, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LOWNEYPresident-$0--
CHRISTINE NIEKRASH DDSDirector-$0--
JAMES NAYLOR DDSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-WOLCOTT, CT, US$2,000
Paid Grant-SCHOLARSHIP-FARMINGTON, CT, US$2,000
Paid Grant-SCHOLORSHIP-FARMINGTON, CT, US$2,000
Paid Grant-SCHOLARSHIP-PHILADELPHIA, PA, US$2,000
Paid Grant-SCHOLORSHIP-BOSTON, MA, US$2,000
Paid Grant-SCHOLARSHIP-ROXBURY, MA, US$2,000
Paid Grant-SCHOLARSHIP-BOSTON, MA, US$2,000
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
2022-06-22
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VEPIA PATEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6DIONNE MAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 UCONN HEALTH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 UCONN HEALTH BLVD
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04919
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06770
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02980
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011689
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01957
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OUTSIDE SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt015
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08608861466
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE WELLS TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0HORA
ReturnHeader/Filer/EIN0066037032

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,338
Liabilities
$0
Net assets
$197,338
Revenue
$11,639
Expenses
$21,072
Net income
-$9,433
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