Civic Intelligence

Joan Byas Trust

990PF • Fiscal year 2017 • EIN 06-6102695

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 29, 2018

Organization Profile
215 Clark AvenueBranford, CT 06405-4728

(203) 261-8876

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$33,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 53.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$230,316

No earlier filing loaded for comparison.

Net Assets

$230,316

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

$61,762

No earlier filing loaded for comparison.

Expenses

$72,126

No earlier filing loaded for comparison.

Net Income

-$10,364

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2017: $230,316Liabilities 2017: $0Net Assets 2017: $230,3162017Assets 2019: $212,926Liabilities 2019: $1Net Assets 2019: $212,9262019Assets 2020: $195,630Liabilities 2020: $0Net Assets 2020: $195,6302020Assets 2021: $175,740Liabilities 2021: $12021

Highlighted filing

2017

Assets$230,316
Liabilities$0
Net Assets$230,316
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $61,762Expenses 2017: $72,126Net Income 2017: -$10,3642017Revenue 2019: $28,099Expenses 2019: $41,990Net Income 2019: -$13,8912019Revenue 2020: $27,203Expenses 2020: $44,499Net Income 2020: -$17,2962020Revenue 2021: $39,174Expenses 2021: $59,064Net Income 2021: -$19,8902021

Highlighted filing

2017

Revenue$61,762
Expenses$72,126
Net Income-$10,364
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURENCE NADELTrustee-$33,000-$33,000
Filing and Contact Details

Filer

Filer Name
Joan Byas Trust
EIN
06-6102695
Address
215 CLARK AVENUE, BRANFORD, CT 06405-4728

Signing Officer

Name
Laurence Nadel
Title
Trustee
Phone
2037778356
Signed
2018-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Lawrence P Lemieux & Associates LLC
Address
471 MONROE TPKE STE 300, MONROE, CT 06468
Preparer
Lawrence P Lemieux CPA
Phone
2032618876
Raw XML Appendix355 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE PRIMARY FOCUS OF THIS FOUNDATION IS TO AWARD SCHOLORSHIPS TO STUDENTS WHO ARE BRITISH OR COMMONEWEALTH NATIONALS STUDYING JOURNALISM IN THE UNITED STATES. PAYMENTS ARE DIRECTLY MADE TO THE EDUCATIONAL INSTITUTIONS. ALL AWARDS, FEES AND EXPENSES ARE APPROVED BY THE NEW HAVEN PROBATE COURT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LINDA MAFFEI
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075983
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03934
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067691
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048634
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027349
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROBATE BOND
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE AND DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01485
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11147
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22176
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TaxesSchedule/TaxesDetail/Amt04388
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04388
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE NADEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037778356
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN BYAS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0066102695
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 CLARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0BRANFORD
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084DF6AB8A949989C69BC5957B969B4E8906F414E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId075E0A15307E31D047B86DBDE83FB0CC6DF0BE976
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.39.91.190
ReturnHeader/FilingSecurityInformation/IPDt02018-04-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:27:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061634601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWRENCE P LEMIEUX & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0471 MONROE TPKE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006468
ReturnHeader/PreparerPersonGrp/PhoneNum02032618876
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE P LEMIEUX CPA
ReturnHeader/ReturnTs02018-04-02T19:27:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,316
Liabilities
$0
Net assets
$230,316
Revenue
$61,762
Expenses
$72,126
Net income
-$10,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$0.39$0.59$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.27$0.44$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.28$0.42$0.14
2018Detailed filing. Detailed filing data is available for this year.
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.62$0.72$0.10