Civic Intelligence

Joan Byas Trust

990PF • Fiscal year 2018 • EIN 06-6102695

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 16, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

30th percentile

-6.2%

Higher net margin than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

85th percentile

$15,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-8.6%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$226,817

Down $3,499 (-1.5%) from 2017

Net Assets

Down

$226,817

Down $3,499 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Down

$56,468

Down $5,294 (-8.6%) from 2017

Expenses

Down

$59,967

Down $12,159 (-17%) from 2017

Net Income

Up

-$3,499

Up $6,865 (+66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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 2018: $226,817Liabilities 2018: $0Net Assets 2018: $226,8172018Assets 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

2018

Assets$226,817
Liabilities$0
Net Assets$226,817
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

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 2018: $56,468Expenses 2018: $59,967Net Income 2018: -$3,4992018Revenue 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

2018

Revenue$56,468
Expenses$59,967
Net Income-$3,499
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURENCE NADELTrustee-$15,000-$15,000
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
2019-09-16
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 Appendix354 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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE NADEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037778356
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN BYAS TRUST
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ReturnHeader/Filer/EIN0066102695
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 CLARK AVENUE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.39.91.190
ReturnHeader/FilingSecurityInformation/IPDt02019-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:03:38
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/PreparationDt02019-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE P LEMIEUX CPA
ReturnHeader/ReturnTs02019-09-27T11:03:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$226,817
Liabilities
$0
Net assets
$226,817
Revenue
$56,468
Expenses
$59,967
Net income
-$3,499
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.$2.27$0.00$2.27$0.56$0.60$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.62$0.72$0.10