Civic Intelligence

The Amity Charitable Trust Fund

990 • Fiscal year 2018 • EIN 06-6070867

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization ProfileN/A
PO Box 8626New Haven, CT 06531

(203) 623-3655

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

40th percentile

-1.2%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,002,611

Down $24,781 (-1.2%) from 2017

Net Assets

Down

$2,002,611

Down $24,652 (-1.2%) from 2017

Liabilities

Down

$0

Down $129 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Up

$353,866

Up $148,483 (+72%) from 2017

Expenses

Up

$165,373

Up $35,138 (+27%) from 2017

Net Income

Up

$188,493

Up $113,345 (+151%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,249,595Liabilities 2012: $0Net Assets 2012: $1,249,5952012Assets 2013: $1,445,320Liabilities 2013: $0Net Assets 2013: $1,445,3202013Assets 2014: $1,733,794Liabilities 2014: $0Net Assets 2014: $1,733,7942014Assets 2015: $1,700,032Liabilities 2015: $0Net Assets 2015: $1,700,0322015Assets 2016: $1,783,010Liabilities 2016: $0Net Assets 2016: $1,783,0102016Assets 2017: $2,027,392Liabilities 2017: $129Net Assets 2017: $2,027,2632017Assets 2018: $2,002,611Liabilities 2018: $0Net Assets 2018: $2,002,6112018Assets 2019: $2,438,198Liabilities 2019: $0Net Assets 2019: $2,438,1982019Assets 2020: $2,819,839Liabilities 2020: $0Net Assets 2020: $2,819,8392020Assets 2021: $3,259,743Liabilities 2021: $0Net Assets 2021: $3,259,7432021Assets 2022: $2,747,079Liabilities 2022: $0Net Assets 2022: $2,747,0792022Assets 2023: $3,100,710Liabilities 2023: $0Net Assets 2023: $3,100,7102023Assets 2024: $3,446,026Liabilities 2024: $0Net Assets 2024: $3,446,0262024

Highlighted filing

2018

Assets$2,002,611
Liabilities$0
Net Assets$2,002,611
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $178,805Expenses 2012: $107,698Net Income 2012: $71,1072012Revenue 2013: $241,933Expenses 2013: $111,868Net Income 2013: $130,0652013Revenue 2014: $183,639Expenses 2014: $135,916Net Income 2014: $47,7232014Revenue 2015: $192,425Expenses 2015: $146,950Net Income 2015: $45,4752015Revenue 2016: $189,115Expenses 2016: $159,451Net Income 2016: $29,6642016Revenue 2017: $205,383Expenses 2017: $130,235Net Income 2017: $75,1482017Revenue 2018: $353,866Expenses 2018: $165,373Net Income 2018: $188,4932018Revenue 2019: $315,916Expenses 2019: $144,483Net Income 2019: $171,4332019Revenue 2020: $118,148Expenses 2020: $152,801Net Income 2020: -$34,6532020Revenue 2021: $192,968Expenses 2021: $182,221Net Income 2021: $10,7472021Revenue 2022: $315,747Expenses 2022: $208,311Net Income 2022: $107,4362022Revenue 2023: $381,891Expenses 2023: $219,663Net Income 2023: $162,2282023Revenue 2024: $484,171Expenses 2024: $232,075Net Income 2024: $252,0962024

Highlighted filing

2018

Revenue$353,866
Expenses$165,373
Net Income$188,493
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$912,754
Mission and Program Overview

Mission

The amity charitable trust fund's mission is to award scholarships to college students and to disburse funds to various community and civic organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,906,338$1,855,440▼ $50,898
Savings and Temporary Cash Investments$114,361$142,056▲ $27,695
Cash and Non-Interest-Bearing Accounts$6,693$5,115▼ $1,578
Total Assets$2,027,392$2,002,611▼ $24,781
Liabilities
Accounts Payable and Accrued Expenses$129--
Total Liabilities$129$0▼ $129
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,770,944$1,762,409▼ $8,535
Unrestricted Net Assets$256,319$240,202▼ $16,117
Total Net Assets Fund Balance$2,027,263$2,002,611▼ $24,652
Total Liabilities and Net Assets / Fund Balance$2,027,392$2,002,611▼ $24,781
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Frank PerrottiTrustee
Pascal PanzaTrustee
Robert PiscitelliTrustee
Vincent Pacelli JrTrustee
William Parisi IiiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$131,633
Program Service Revenue
$0
Investment Income
$178,845
Other Revenue
$43,388
All Other Contributions
$131,633
Change in Net Assets
$188,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$337,420
Revenue Not Reported on Financial Statements
$16,446
Revenue Not Reported on Form 990
$-213,145
Total Revenue per Audited Statements
$124,275
Total Revenue per Form 990
$353,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$118,745
Other Expenses$46,628
Total Fundraising Expense$3,182
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$80,370--$80,370
Grants to Domestic Orgs$38,375--$38,375
Fees for Service Investment Mgmnt Fees-$16,446-$16,446
Fees for Services Accounting-$14,700-$14,700
Fees for Services Other$3,600$3,600-$7,200
Other Expenses--$3,182$3,182
Office Expenses-$2,274-$2,274
Insurance-$1,470-$1,470
Fees for Services Legal-$1,356-$1,356
Total Functional Expenses$122,345$39,846$3,182$165,373

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$165,373
Expenses per Audited Statements$148,927
Total Expenses per Audited Statements$148,927
Expenses Not Reported on Financial Statements$16,446
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,480
Fundraising Direct Expenses$50,092
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$74,525$74,525-$74,525
Wine Tasting$18,955$18,955-$18,955
Total Events$93,480$93,480$50,092$43,388
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
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

“The amity charitable trust fund's trustees review the annual form 990 before it is filed.”

Form 990, Part VI, Section B, Line 15

“The organization does not have any compensated employees.”

Form 990, Part VI, Section C, Line 18

“Form 990 is made available for public inspection by contacting the trust's administrator, michael maddelena, at po box 8626, new haven, ct 06531.”

Form 990, Part VI, Section C, Line 19

“The organization's financial statements and governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Amity Charitable Trust Fund
EIN
06-6070867
Phone
2036233655
Address
PO BOX 8626, NEW HAVEN, CT 06531

Signing Officer

Name
Michael C Maddelena
Title
Trustee
Phone
2036233655
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael C Maddelena
Formed
1961
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
T M Byxbee Company Pc
Address
P O BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have been no changes in this process from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Management is not aware of any uncertain tax positions taken by the trust as defined in fasb accounting standards codification topic 740.”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0824844
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016446
IRS990ScheduleD/ExpensesSubtotalAmt0148927
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016446
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016446
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-213145
IRS990ScheduleD/RevenueNotReportedAmt0-213145
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016446
IRS990ScheduleD/RevenueSubtotalAmt0337420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE TRUST AS DEFINED IN FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0165373
IRS990ScheduleD/TotalRevenuePerForm990Amt0353866
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0124275
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0148927
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050092
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093480
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043388
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt035185
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt014907
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt050092
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt080370
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt027
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP COMMITTEE REVIEWS THE LIST OF QUALIFIED SCHOLARSHIP CANDIDATES AND DETERMINES THE SELECTION OF AWARD RECIPIENTS BASED UPON SUCH FACTORS AS SAT SCORES, GPA, HIGH SCHOOL RANK, AND COLLEGE AND CAREER ASPIRATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AMITY CHARITABLE TRUST FUND'S TRUSTEES REVIEW THE ANNUAL FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMPENSATED EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION BY CONTACTING THE TRUST'S ADMINISTRATOR, MICHAEL MADDELENA, AT PO BOX 8626, NEW HAVEN, CT 06531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE BEEN NO CHANGES IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01770944
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01762409
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt02002611
IRS990/TotalAssetsGrp/BOYAmt02027392
IRS990/TotalAssetsGrp/EOYAmt02002611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0131633
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03182
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039846
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122345
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165373
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0129
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0129
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd006531
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL C MADDELENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036233655
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
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ReturnHeader/FilingSecurityInformation/IPTm014:34:13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 187169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
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ReturnHeader/PreparerPersonGrp/PhoneNum02032814933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA J MATOCHA
ReturnHeader/ReturnTs02019-11-15T09:37:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,002,611
Liabilities
$0
Net assets
$2,002,611
Revenue
$353,866
Expenses
$165,373
Net income
$188,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.48$0.23$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.38$0.22$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.32$0.21$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.19$0.18$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.12$0.15$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.32$0.14$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.35$0.17$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.21$0.13$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.19$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.19$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.18$0.14$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.24$0.11$0.13
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.18$0.11$0.07