Civic Intelligence

Joan Byas Trust

990PF • Fiscal year 2019 • EIN 06-6102695

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 29, 2020

Organization Profile
215 Clark AvenueBranford, CT 06405-4728

(203) 777-8356

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$15,000

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.1%

Faster asset growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$212,926

No earlier filing loaded for comparison.

Net Assets

$212,926

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

$28,099

No earlier filing loaded for comparison.

Expenses

$41,990

No earlier filing loaded for comparison.

Net Income

-$13,891

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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 2019: $212,926Liabilities 2019: $0Net Assets 2019: $212,9262019Assets 2020: $195,630Liabilities 2020: $0Net Assets 2020: $195,6302020Assets 2021: $175,740Liabilities 2021: $12021

Highlighted filing

2019

Assets$212,926
Liabilities$0
Net Assets$212,926
Open 2019 Filing

Operations Trend

Revenue Growth10th 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 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

2019

Revenue$28,099
Expenses$41,990
Net Income-$13,891
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay86th 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
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Ao & Company LLC
Address
1000 BRIDGEPORT AVE, SHELTON, CT 06484
Preparer
John Accavallo CPA
Phone
2039259600
Raw XML Appendix300 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt014619
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107141
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03934
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020471
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05852
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107141
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0101289
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROBATE BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROBATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01485
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12231
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12231
TaxesSchedule/TaxesDetail/Amt06519
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06519
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE NADEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037778356
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN BYAS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0066102695
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 CLARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0BRANFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064054728
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0885EA6DBC9E2190F882C51DC55EB213DB9B65904
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0885EA6DBC9E2190F882C51DC55EB213DB9B65904
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.7.21
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:54:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030500350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AO & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 BRIDGEPORT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02039259600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ACCAVALLO CPA
ReturnHeader/ReturnTs02020-11-13T14:54:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,926
Liabilities
$0
Net assets
$212,926
Revenue
$28,099
Expenses
$41,990
Net income
-$13,891
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
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.28$0.42$0.14
2018Detailed filing. Detailed filing data is available for this year.
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