Civic Intelligence

Watertown Foundation Inc.

990 • Fiscal year 2021 • EIN 06-6064660

Sep 01, 2020 to Aug 31, 2021 • Filed on Sep 08, 2022

Organization ProfileWATERTOWNFOUNDATION.COM
PO Box 117Watertown, CT 06795

(860) 274-2511

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

67th percentile

24%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

24%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,871,202

Up $771,477 (+19%) from 2020

Net Assets

Up

$4,871,202

Up $771,477 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin67th percentile

Revenue

Up

$244,766

Up $46,827 (+24%) from 2020

Expenses

Up

$187,038

Up $12,915 (+7.4%) from 2020

Net Income

Up

$57,728

Up $33,912 (+142%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,110,335Liabilities 2011: $0Net Assets 2011: $2,110,3352011Assets 2012: $2,209,909Liabilities 2012: $0Net Assets 2012: $2,209,9092012Assets 2013: $2,335,788Liabilities 2013: $0Net Assets 2013: $2,335,7882013Assets 2014: $2,389,841Liabilities 2014: $0Net Assets 2014: $2,389,8412014Assets 2015: $2,420,929Liabilities 2015: $0Net Assets 2015: $2,420,9292015Assets 2016: $2,490,148Liabilities 2016: $0Net Assets 2016: $2,490,1482016Assets 2017: $2,746,112Liabilities 2017: $0Net Assets 2017: $2,746,1122017Assets 2018: $3,508,792Liabilities 2018: $0Net Assets 2018: $3,508,7922018Assets 2019: $3,614,033Liabilities 2019: $0Net Assets 2019: $3,614,0332019Assets 2020: $4,099,725Liabilities 2020: $0Net Assets 2020: $4,099,7252020Assets 2021: $4,871,202Liabilities 2021: $0Net Assets 2021: $4,871,2022021Assets 2022: $4,138,902Liabilities 2022: $0Net Assets 2022: $4,138,9022022Assets 2023: $4,464,142Liabilities 2023: $0Net Assets 2023: $4,464,1422023Assets 2024: $5,579,129Liabilities 2024: $0Net Assets 2024: $5,579,1292024

Highlighted filing

2021

Assets$4,871,202
Liabilities$0
Net Assets$4,871,202
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.0M$500K$0Revenue 2011: $178,038Expenses 2011: $160,962Net Income 2011: $17,0762011Revenue 2012: $251,280Expenses 2012: $151,706Net Income 2012: $99,5742012Revenue 2013: $243,989Expenses 2013: $118,110Net Income 2013: $125,8792013Revenue 2014: $188,508Expenses 2014: $134,455Net Income 2014: $54,0532014Revenue 2015: $183,393Expenses 2015: $152,305Net Income 2015: $31,0882015Revenue 2016: $199,036Expenses 2016: $129,817Net Income 2016: $69,2192016Revenue 2017: $404,992Expenses 2017: $149,028Net Income 2017: $255,9642017Revenue 2018: $301,480Expenses 2018: $188,387Net Income 2018: $113,0932018Revenue 2019: $198,436Expenses 2019: $178,879Net Income 2019: $19,5572019Revenue 2020: $197,939Expenses 2020: $174,123Net Income 2020: $23,8162020Revenue 2021: $244,766Expenses 2021: $187,038Net Income 2021: $57,7282021Revenue 2022: $411,693Expenses 2022: $206,282Net Income 2022: $205,4112022Revenue 2023: $474,165Expenses 2023: $218,576Net Income 2023: $255,5892023Revenue 2024: $817,844Expenses 2024: $230,222Net Income 2024: $587,6222024

Highlighted filing

2021

Revenue$244,766
Expenses$187,038
Net Income$57,728
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Sep 8, 2022
Return Version
2020v4.0
Gross Receipts
$1,324,033
Mission and Program Overview

Mission

To provide community support grants to local exempt organizations for capital items and individual scholarships to local students for higher education expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,999,831$4,844,849▲ $845,018
Cash and Non-Interest-Bearing Accounts$99,894$26,353▼ $73,541
Total Assets$4,099,725$4,871,202▲ $771,477
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,099,725$4,871,202▲ $771,477
Total Net Assets Fund Balance$4,099,725$4,871,202▲ $771,477
Total Liabilities and Net Assets / Fund Balance$4,099,725$4,871,202▲ $771,477
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Tina AgatiPresident
Andrew Gallagher JrTrustee
Brian FlahertyTrustee
Justin GoldenTrustee
Linda MerrimanTrustee
Marcia KilleenTrustee
Margaret Long MckeeTrustee
Robert CampbellTrustee
Susan AtkinsTrustee
Ted HeavenrichTrustee
William DunbarTrustee
William PalombaTrustee
Jacqueline CassidySecretary
Paula LabonteSecretary
Paul JessellTreasurer
Marcia KilleenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$28,093
Program Service Revenue
$0
Investment Income
$216,673
Other Revenue
$0
All Other Contributions
$27,493
Change in Net Assets
$57,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$155,235
Other Expenses$31,803
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,735--$79,735
Grants to Domestic Individuals$75,500--$75,500
Fees for Service Investment Mgmnt Fees$23,403--$23,403
Office Expenses$4,238--$4,238
Conferences and Meetings$2,776--$2,776
Advertising$1,386--$1,386
Total Functional Expenses$187,038$0$0$187,038
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various---$79,735
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Watertown Foundation Inc
EIN
06-6064660
Address
PO BOX 117, WATERTOWN, CT 06795

Signing Officer

Name
Paul Jessell
Title
Treasurer
Signed
2022-09-08

Organization Details

Principal Officer
Paul Jessell
Formed
1925
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Pamela M Leach
Address
PO BOX 640, WATERTOWN, CT 06795
Preparer
Dale K Ciccarelli
Phone
8602741040
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,871,202
Liabilities
$0
Net assets
$4,871,202
Revenue
$244,766
Expenses
$187,038
Net income
$57,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.82$0.23$0.59
2023Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.47$0.22$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.41$0.21$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.24$0.19$0.06
2020Summary only. Only limited summary data is available for this year.$4.10$0.00$4.10$0.20$0.17$0.02
2019Summary only. Only limited summary data is available for this year.$3.61$0.00$3.61$0.20$0.18$0.02
2018Summary only. Only limited summary data is available for this year.$3.51$0.00$3.51$0.30$0.19$0.11
2017Summary only. Only limited summary data is available for this year.$2.75$0.00$2.75$0.40$0.15$0.26
2016Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.20$0.13$0.07
2015Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.18$0.15$0.03
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$0.19$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$0.24$0.12$0.13
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.25$0.15$0.10
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.18$0.16$0.02