Civic Intelligence

Joan Byas Trust

990PF • Fiscal year 2020 • EIN 06-6102695

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 13, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-64%

Higher net margin than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$15,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 55.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.1%

Faster asset growth than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-3.2%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$195,630

Down $17,296 (-8.1%) from 2019

Net Assets

Down

$195,630

Down $17,296 (-8.1%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$27,203

Down $896 (-3.2%) from 2019

Expenses

Up

$44,499

Up $2,509 (+6.0%) from 2019

Net Income

Down

-$17,296

Down $3,405 (-25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th 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: $1Net Assets 2019: $212,9262019Assets 2020: $195,630Liabilities 2020: $0Net Assets 2020: $195,6302020Assets 2021: $175,740Liabilities 2021: $12021

Highlighted filing

2020

Assets$195,630
Liabilities$0
Net Assets$195,630
Open 2020 Filing

Operations Trend

Revenue Growth60th 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

2020

Revenue$27,203
Expenses$44,499
Net Income-$17,296
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 13, 2021
Return Version
2020v4.0
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
2021-07-13

Preparer

Firm
Ao & Company LLC
Address
1000 BRIDGEPORT AVE, SHELTON, CT 06484
Preparer
John Accavallo CPA
Phone
2039259600
Raw XML Appendix284 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.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03934
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118808
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023415
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029157
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015601
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0122742
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107141
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROBATE BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2APPRAISAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01485
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01485
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
TaxesSchedule/TaxesDetail/Amt0342
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0342
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE NADEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037778356
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
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/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/PreparationDt02021-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ACCAVALLO CPA
ReturnHeader/ReturnTs02021-07-26T10:09:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NADEL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,630
Liabilities
$0
Net assets
$195,630
Revenue
$27,203
Expenses
$44,499
Net income
-$17,296
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
2020Detailed filing. Detailed filing data is available for this year.$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.
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