Civic Intelligence

Charter Oak Figure Skating Club

990EZ • Fiscal year 2015 • EIN 06-6054698

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

Organization ProfileCHARTEROAKFSC.COM
P O Box 253 1375 Hopmeadow StSimsbury, CT 06070

(860) 651-8299

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.00x

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

28%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

36%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$54,965

Up $14,453 (+36%) from 2014

Net Assets

Up

$54,965

Up $14,453 (+36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin89th percentile

Revenue

Up

$52,381

Up $13,810 (+36%) from 2014

Expenses

Down

$37,928

Down $352 (-0.9%) from 2014

Net Income

Up

$14,453

Up $14,162 (+4867%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$80K$60K$40K$20K$0Assets 2011: $42,723Liabilities 2011: $02011Assets 2012: $34,027Net Assets 2012: $34,0272012Assets 2013: $40,221Liabilities 2013: $0Net Assets 2013: $40,2212013Assets 2014: $40,512Liabilities 2014: $0Net Assets 2014: $40,5122014Assets 2015: $54,965Liabilities 2015: $0Net Assets 2015: $54,9652015Assets 2016: $62,684Liabilities 2016: $1,692Net Assets 2016: $60,9922016

Highlighted filing

2015

Assets$54,965
Liabilities$0
Net Assets$54,965
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $79,628Expenses 2011: $92,226Net Income 2011: -$12,5982011Revenue 2012: $33,449Expenses 2012: $42,145Net Income 2012: -$8,6962012Revenue 2013: $45,922Expenses 2013: $39,728Net Income 2013: $6,1942013Revenue 2014: $38,571Expenses 2014: $38,280Net Income 2014: $2912014Revenue 2015: $52,381Expenses 2015: $37,928Net Income 2015: $14,4532015Revenue 2016: $129,940Expenses 2016: $123,913Net Income 2016: $6,0272016

Highlighted filing

2015

Revenue$52,381
Expenses$37,928
Net Income$14,453
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$52,381
Mission and Program Overview

Mission

Figure skating competitions, education, and shows.

Program Services

DescriptionGrantsExpenses
PROMOTE THE SPORT OF FIGURE SKATING, EDUCATION, COMPETITIONS AND SHOWS$37,926-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA SCHWORKPresident-$0--
AMY FAIRCHILDVice President-$0--
CONNIE VALENTITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charter Oak Figure Skating Inc
EIN
06-6054698
Phone
8606518299
Address
P O BOX 253 1375 HOPMEADOW ST, SIMSBURY, CT 06070

Signing Officer

Name
Connie Valenti
Title
Treasurer
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Hallisey & DAgostino LLP
Address
540 Silas Deane Hwy, Wethersfield, CT 06109-2217
Preparer
Lawrence F Hallisey CPA
Phone
8605638271
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $4035”

Other Expenses.1009

“Depreciation $152”

Other Expenses.1

“CHARTER OAK OPEN $15605”

Other Expenses.2

“USFS $6472”

Other Expenses.3

“TEST SESSIONS $4952”

Other Expenses.4

“MEETINGS $1298”

Other Expenses.5

“STRIPE FEES $801”

Other Expenses.6

“ICE FOR CRITIQUE $550”

Other Expenses.7

“TELEPHONE $218”

Other Expenses.8

“BANK CHARGES $195”

Other Expenses.9

“AMERICAN EXPRESS $50”

Other Assets.1

“FURNITURE AND EQUIPMENT - Beginning $514 FURNITURE AND EQUIPMENT - Ending $1885”

Raw XML Appendix122 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMY FAIRCHILD
IRS990EZ/BooksInCareOfDetail/PhoneNum08606518299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01375 HOPMEADOW ST P O BOX 253
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIMSBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039998
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013470
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040512
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054965
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt052381
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09875
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040512
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040512
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054965
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA SCHWORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY FAIRCHILD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONNIE VALENTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0514
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01885
IRS990EZ/OtherExpensesTotalAmt034328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FIGURE SKATING COMPETITIONS, EDUCATION, AND SHOWS.
IRS990EZ/ProgramServiceRevenueAmt029036
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE THE SPORT OF FIGURE SKATING, EDUCATION, COMPETITIONS AND SHOWS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037926
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037928
IRS990EZ/TotalProgramServiceExpensesAmt037926
IRS990EZ/TotalRevenueAmt052381
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0CHARTEROAKFSC.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARTER OAK OPEN $15605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3USFS $6472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEST SESSIONS $4952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETINGS $1298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STRIPE FEES $801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ICE FOR CRITIQUE $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AMERICAN EXPRESS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FURNITURE AND EQUIPMENT - Beginning $514 FURNITURE AND EQUIPMENT - Ending $1885
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE VALENTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTER OAK FIGURE SKATING INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0066054698
ReturnHeader/Filer/PhoneNum08606518299
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 253 1375 HOPMEADOW ST
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hallisey & DAgostino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0540 Silas Deane Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wethersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0061092217
ReturnHeader/PreparerPersonGrp/PhoneNum08605638271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawrence F Hallisey CPA
ReturnHeader/ReturnTs02016-02-15T08:54:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$54,965
Liabilities
$0
Net assets
$54,965
Revenue
$52,381
Expenses
$37,928
Net income
$14,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$1.30$1.24$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.52$0.38$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.39$0.38$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.46$0.40$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$0.33$0.42$0.09
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.80$0.92$0.13