Civic Intelligence

Trustees of the Bulkeley School

990PF • Fiscal year 2014 • EIN 06-6040926

May 01, 2013 to Apr 30, 2014 • Filed on Jan 14, 2015

Organization Profile
PO Box 1426New London, CT 06320

(860) 447-1461

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

42nd percentile

$2,200

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,250,241

Up $19,811 (+1.6%) from 2013

Net Assets

$1,249,091

No earlier filing loaded for comparison.

Liabilities

Up

$1,150

Up $886 (+336%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin72nd percentile

Revenue

Up

$105,730

Up $164,129 (+281%) from 2013

Expenses

Down

$86,805

Down $974 (-1.1%) from 2013

Net Income

Up

$18,925

Up $165,103 (+113%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,376,344Liabilities 2012: $02012Assets 2013: $1,230,430Liabilities 2013: $2642013Assets 2014: $1,250,241Liabilities 2014: $1,150Net Assets 2014: $1,249,0912014Assets 2015: $1,272,741Liabilities 2015: $0Net Assets 2015: $1,272,7412015Assets 2016: $1,213,504Liabilities 2016: $0Net Assets 2016: $1,213,5042016Assets 2017: $1,215,883Liabilities 2017: $786Net Assets 2017: $1,215,0972017Assets 2019: $1,283,376Liabilities 2019: $7862019Assets 2020: $1,320,997Liabilities 2020: $786Net Assets 2020: $1,320,2112020Assets 2021: $1,347,159Liabilities 2021: $786Net Assets 2021: $1,346,3732021

Highlighted filing

2014

Assets$1,250,241
Liabilities$1,150
Net Assets$1,249,091
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2012: -$35,088Expenses 2012: $61,668Net Income 2012: -$96,7562012Revenue 2013: -$58,399Expenses 2013: $87,779Net Income 2013: -$146,1782013Revenue 2014: $105,730Expenses 2014: $86,805Net Income 2014: $18,9252014Revenue 2015: $134,798Expenses 2015: $111,148Net Income 2015: $23,6502015Revenue 2016: $35,720Expenses 2016: $94,957Net Income 2016: -$59,2372016Revenue 2017: $57,217Expenses 2017: $48,031Net Income 2017: $9,1862017Revenue 2019: $106,784Expenses 2019: $69,140Net Income 2019: $37,6442019Revenue 2020: $101,933Expenses 2020: $64,312Net Income 2020: $37,6212020Revenue 2021: $120,959Expenses 2021: $94,797Net Income 2021: $26,1622021

Highlighted filing

2014

Revenue$105,730
Expenses$86,805
Net Income$18,925
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SMITHTrustee-$2,200-$2,200
NATHAN BELCHERTrustee-$0--
RICHARD FOYECo- President-$0--
DONALD SLATECo-Treasurer-$0--
JAMES GIORDANOTrustee-$0--
ELIZABETH SABILIACo-President-$0--
PEG CURTINTrustee-$0--
ROBERT SINAGRATrustee-$0--
TOM AMANTITreasurer-$0--
Filing and Contact Details

Filer

EIN
06-6040926
Phone
8604471461

Signing Officer

Name
Elizabeth Sabilia
Title
Co-president
Signed
2015-01-14
Discuss with paid preparer
Yes

Preparer

Preparer
Beth a Stepski
Phone
8604472825
Raw XML Appendix341 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NATHAN BELCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD FOYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DONALD SLATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES GIORDANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ELIZABETH SABILIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6PEG CURTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ROBERT SINAGRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8TOM AMANTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co- President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CO-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Treasurer
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 1426
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0NEW LONDON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode006320
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BECKY SWIATKOWSKI
IRS990PF/StatementsRegardingActyGrp/PhoneNum08604471461
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICATIONS ARE SELF EXPLANATORY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TRUSTEES OF THE BULKELEY SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08604471461
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10PO BOX 1426
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0NEW LONDON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode006320
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARD CHECKS MADE DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING. AWARD AMOUNTS RANGE FROM $500 TO $2,500.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode006320
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058500
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/AppliedToCurrentYearAmt058500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010519
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028395
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012848
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032602
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038914
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIP COMMITTEE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3704
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03575
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0264
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013797
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02020
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH SABILIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRUSTEES OF THE BULKELEY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0066040926
ReturnHeader/Filer/PhoneNum08604471461
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1426
ReturnHeader/Filer/USAddress/City0NEW LONDON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Aldrich Perkins Mulcahy & Heap LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10567 Vauxhall St Ext Ste 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Waterford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006385
ReturnHeader/PreparerPersonGrp/PhoneNum08604472825
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH A STEPSKI
ReturnHeader/ReturnTs02015-01-14T13:44:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,250,241
Liabilities
$1,150
Net assets
$1,249,091
Revenue
$105,730
Expenses
$86,805
Net income
$18,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$0.11$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.13$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.11$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.09$0.15
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.04$0.06$0.10