Civic Intelligence

Trustees of the Bulkeley School

990PF • Fiscal year 2015 • EIN 06-6040926

May 01, 2014 to Apr 30, 2015 • Filed on Dec 10, 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

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

43rd percentile

$2,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

57th percentile

1.8%

Faster asset growth than 57% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,272,741

Up $22,500 (+1.8%) from 2014

Net Assets

Up

$1,272,741

Up $23,650 (+1.9%) from 2014

Liabilities

Down

$0

Down $1,150 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin74th percentile

Revenue

Up

$134,798

Up $29,068 (+27%) from 2014

Expenses

Up

$111,148

Up $24,343 (+28%) from 2014

Net Income

Up

$23,650

Up $4,725 (+25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2015

Assets$1,272,741
Liabilities$0
Net Assets$1,272,741
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

2015

Revenue$134,798
Expenses$111,148
Net Income$23,650
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Dec 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM AMANTITreasurer-$2,000-$2,000
WILLIAM SMITHTrustee-$0--
NATHAN BELCHERTrustee-$0--
RICHARD FOYECo- President-$0--
DONALD SLATECo-Treasurer-$0--
JAMES GIORDANOTrustee-$0--
ELIZABETH SABILIACo-President-$0--
PEG CURTINTrustee-$0--
ROBERT SINAGRATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trustees of the Bulkeley School
EIN
06-6040926
Phone
8604471461
Address
PO BOX 1426, NEW LONDON, CT 06320

Signing Officer

Name
Elizabeth Sabilia
Title
Co-president
Signed
2015-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Perkins Mulcahy & Heap LLC
Address
567 Vauxhall St Ext Ste 330, Waterford, CT 06385
Preparer
Beth a Stepski
Phone
8604472825
Raw XML Appendix331 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/PersonNm2RICHARD FOYE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ELIZABETH SABILIA
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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/AddressLine1Txt0PO BOX 1426
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW LONDON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006320
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BECKY 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/AddressLine1Txt0PO BOX 1426
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW LONDON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006320
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/Amt077000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006320
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077000
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/AppliedToCurrentYearAmt066272
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012848
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012848
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026275
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012046
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010728
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028395
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIP COMMITTEE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1994
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28982
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3199
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01347
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH SABILIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF THE BULKELEY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0066040926
ReturnHeader/Filer/PhoneNum08604471461
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1426
ReturnHeader/Filer/USAddress/CityNm0NEW LONDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aldrich Perkins Mulcahy & Heap LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0567 Vauxhall St Ext Ste 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waterford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006385
ReturnHeader/PreparerPersonGrp/PhoneNum08604472825
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH A STEPSKI
ReturnHeader/ReturnTs02015-12-10T13:19:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,741
Liabilities
$0
Net assets
$1,272,741
Revenue
$134,798
Expenses
$111,148
Net income
$23,650
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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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