Civic Intelligence

Edwin Gilbert Trust UW

990PF • Fiscal year 2022 • EIN 06-6044834

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
1525 Ww T Harris Blvd D1114-044Charlotte, NC 28262

(203) 544-8084

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-136%

Higher net margin than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$600

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-6.5%

Faster asset growth than 36% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-55%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$376,668

Down $26,056 (-6.5%) from 2021

Net Assets

Down

$376,667

Down $26,057 (-6.5%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Down

$19,207

Down $23,520 (-55%) from 2021

Expenses

Down

$45,264

Down $14,607 (-24%) from 2021

Net Income

Down

-$26,057

Down $8,913 (-52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2011: $398,184Liabilities 2011: $02011Assets 2012: $388,154Liabilities 2012: $02012Assets 2013: $385,828Liabilities 2013: $02013Assets 2014: $385,201Liabilities 2014: $02014Assets 2015: $367,550Liabilities 2015: $02015Assets 2017: $376,547Liabilities 2017: $0Net Assets 2017: $376,5472017Assets 2018: $383,229Liabilities 2018: $4Net Assets 2018: $383,2252018Assets 2019: $432,616Liabilities 2019: $0Net Assets 2019: $432,6162019Assets 2020: $420,343Liabilities 2020: $0Net Assets 2020: $420,3432020Assets 2021: $402,724Liabilities 2021: $0Net Assets 2021: $402,7242021Assets 2022: $376,668Liabilities 2022: $1Net Assets 2022: $376,6672022Assets 2023: $432,023Liabilities 2023: $22023Assets 2024: $417,543Liabilities 2024: $3Net Assets 2024: $417,5402024

Highlighted filing

2022

Assets$376,668
Liabilities$1
Net Assets$376,667
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $42,781Expenses 2011: $29,281Net Income 2011: $13,5002011Revenue 2012: $17,445Expenses 2012: $27,392Net Income 2012: -$9,9472012Revenue 2013: $27,413Expenses 2013: $29,518Net Income 2013: -$2,1052013Revenue 2014: $30,099Expenses 2014: $30,691Net Income 2014: -$5922014Revenue 2015: $14,846Expenses 2015: $32,549Net Income 2015: -$17,7032015Revenue 2017: $31,152Expenses 2017: $40,053Net Income 2017: -$8,9012017Revenue 2018: $30,010Expenses 2018: $23,377Net Income 2018: $6,6332018Revenue 2019: $81,438Expenses 2019: $31,181Net Income 2019: $50,2572019Revenue 2020: $19,982Expenses 2020: $32,149Net Income 2020: -$12,1672020Revenue 2021: $42,727Expenses 2021: $59,871Net Income 2021: -$17,1442021Revenue 2022: $19,207Expenses 2022: $45,264Net Income 2022: -$26,0572022Revenue 2023: $90,287Expenses 2023: $34,933Net Income 2023: $55,3542023Revenue 2024: $40,748Expenses 2024: $55,229Net Income 2024: -$14,4812024

Highlighted filing

2022

Revenue$19,207
Expenses$45,264
Net Income-$26,057
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN MECOZZICo-Trustee-$600-$600
JOSEPH A NAZZAROCo-Trustee-$600-$600
LEE E JOHNSONCo-Trustee-$600-$600
Filing and Contact Details

Filer

Filer Name
Edwin Gilbert Trust Uw
EIN
06-6044834
Address
1525 WW T HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
Dan Mecozzi
Title
Co-trustee
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bliss Allred & Company LLC
Address
153 S Main Street, Newtown, CT 06470
Preparer
Matthew Allred
Phone
2037441041
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0760
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07610
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0388
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt012922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-68
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-68
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06125
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-68
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0376667
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0402724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0376667
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026480
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026480
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026480
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026597
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/DistributableAmountGrp/TotalTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt0482707
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0402724
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0376667
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt098829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt098829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt083257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0275050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0272544
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0394155
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028828
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05273
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05273
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0402724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0376668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0482707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0402724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0376668
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0402724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0376667
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0540038
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0523481
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08101
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026597
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0531937
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0540038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAN MECOZZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH A NAZZARO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEE E JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt275 GEORGETOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206833
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt033986
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt033986
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 351
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GEORGETOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006829
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAN MECOZZI
IRS990PF/StatementsRegardingActyGrp/PhoneNum02035448084
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION SENT UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JIM DRISCOLL III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02037445000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 248
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BETHEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTACT TRUSTEE FOR RESTRICTIONS OR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT TRUSTEE FOR DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22700

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,668
Liabilities
$1
Net assets
$376,667
Revenue
$19,207
Expenses
$45,264
Net income
-$26,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.41$0.55$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$0.90$0.35$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.19$0.45$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.43$0.60$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.81$0.31$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.30$0.23$0.07
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.77$0.00$3.77$0.31$0.40$0.09
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.15$0.33$0.18
2014Summary only. Only limited summary data is available for this year.$3.85$0.00$0.30$0.31$0.01
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.27$0.30$0.02
2012Summary only. Only limited summary data is available for this year.$3.88$0.00$0.17$0.27$0.10
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$0.43$0.29$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • <$500k nonprofits