Civic Intelligence

Greenwich Catholic Education Trust Fund

990 • Fiscal year 2013 • EIN 06-6128204

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 17, 2013

Organization ProfileN/A
c/o Dougherty - 28 Sound View DriveGreenwich, CT 06830
Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

1.00x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$2,601,389

Up $72,142 (+2.9%) from 2012

Net Assets

Up

$2,496,148

Up $73,071 (+3.0%) from 2012

Liabilities

Down

$105,241

Down $929 (-0.9%) from 2012

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin40th percentile

Revenue

$105,387

No earlier filing loaded for comparison.

Expenses

Up

$105,391

Up $989 (+0.9%) from 2012

Net Income

-$4

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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: $2,529,247Liabilities 2012: $106,170Net Assets 2012: $2,423,0772012Assets 2013: $2,601,389Liabilities 2013: $105,241Net Assets 2013: $2,496,1482013Assets 2014: $2,699,147Liabilities 2014: $100,058Net Assets 2014: $2,599,0892014Assets 2015: $2,700,844Liabilities 2015: $113,223Net Assets 2015: $2,587,6212015Assets 2016: $3,211,702Liabilities 2016: $93,096Net Assets 2016: $3,118,6062016Assets 2017: $3,414,003Liabilities 2017: $121,362Net Assets 2017: $3,292,6412017Assets 2018: $3,497,113Liabilities 2018: $126,828Net Assets 2018: $3,370,2852018Assets 2019: $3,645,346Liabilities 2019: $133,999Net Assets 2019: $3,511,3472019Assets 2020: $3,523,891Liabilities 2020: $136,328Net Assets 2020: $3,387,5632020Assets 2021: $3,512,038Liabilities 2021: $118,173Net Assets 2021: $3,393,8652021Assets 2022: $3,355,945Liabilities 2022: $114,238Net Assets 2022: $3,241,7072022Assets 2023: $3,450,507Liabilities 2023: $118,439Net Assets 2023: $3,332,0682023Assets 2024: $3,507,058Liabilities 2024: $96,594Net Assets 2024: $3,410,4642024Assets 2025: $3,759,301Liabilities 2025: $99,608Net Assets 2025: $3,659,6932025

Highlighted filing

2013

Assets$2,601,389
Liabilities$105,241
Net Assets$2,496,148
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $104,4022012Revenue 2013: $105,387Expenses 2013: $105,391Net Income 2013: -$42013Revenue 2014: $100,208Expenses 2014: $100,208Net Income 2014: $02014Revenue 2015: $105,098Expenses 2015: $105,273Net Income 2015: -$1752015Revenue 2016: $934,632Expenses 2016: $443,390Net Income 2016: $491,2422016Revenue 2017: $323,989Expenses 2017: $277,939Net Income 2017: $46,0502017Revenue 2018: $218,264Expenses 2018: $140,620Net Income 2018: $77,6442018Revenue 2019: $139,202Expenses 2019: $140,871Net Income 2019: -$1,6692019Revenue 2020: $143,271Expenses 2020: $143,271Net Income 2020: $02020Revenue 2021: $13,300Expenses 2021: $124,742Net Income 2021: -$111,4422021Revenue 2022: $127,367Expenses 2022: $120,761Net Income 2022: $6,6062022Revenue 2023: $118,439Expenses 2023: $118,439Net Income 2023: $02023Revenue 2024: $113,029Expenses 2024: $97,103Net Income 2024: $15,9262024Revenue 2025: $80,793Expenses 2025: $106,493Net Income 2025: -$25,7002025

Highlighted filing

2013

Revenue$105,387
Expenses$105,391
Net Income-$4
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 17, 2013
Return Version
2012v2.1
Gross Receipts
$242,631
Mission and Program Overview

Mission

To earn money on investments and to raise additional funds when possible, to provide funds to help support Greenwich Catholic School by providing it with scholarship funds.

Filing and Contact Details

Filer

EIN
06-6128204
Raw XML Appendix293 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0To earn money on investments to provide funds to help Greenwich Catholic School by providing it with scholarship funds.
IRS990/AddressPrincipalOfficerUS/AddressLine1028 Sound View Drive
IRS990/AddressPrincipalOfficerUS/City0Greenwich
IRS990/AddressPrincipalOfficerUS/State0CT
IRS990/AddressPrincipalOfficerUS/ZIPCode006830
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
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IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0Organization keeps expenses to a minimum while trying to maximize income. All income (other than capital gains) after expenses is distributed as a grant to Greenwich Catholic School, Inc. to provide scholarships in support of its operations.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
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IRS990/Expense0105241
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IRS990/FollowSFAS1170X
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek05.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/NamePerson0James B Dougherty
IRS990/Form990PartVIISectionA/OtherCompensation00
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IRS990/Form990PartVIISectionA/Title0Trustee
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IRS990/GrantsToDomesticOrgs/Total0105241
IRS990/GrantsToIndividuals00
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IRS990/GrossReceipts0242631
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IRS990/InvestmentInJointVenture00
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IRS990/LandBuildingsEquipmentBasis01773131
IRS990/LandBuildingsEquipmentBasisNet/BOY01608481
IRS990/LandBuildingsEquipmentBasisNet/EOY01773131
IRS990/LessCostOthBasisSalesExpenses/Securities075005
IRS990/LessRentalExpenses/Real062239
IRS990/LoanToOfficerOrDQP00
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IRS990/MissionDescription0To earn money on investments and to raise additional funds when possible, to provide funds to help support Greenwich Catholic School by providing it with scholarship funds.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0James B Dougherty
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
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IRS990/NetAssetsOrFundBalancesBOY02423077
IRS990/NetAssetsOrFundBalancesEOY02496148
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0-3
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-3
IRS990/NetRentalIncomeOrLoss/RelatedOrExemptFunctionIncome082407
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn082407
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0225000
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherExpensePriorYear0220
IRS990/OtherExpensesCurrentYear0150
IRS990/OtherExpenses/Description0Brokerage Account Fee
IRS990/OtherExpenses/ManagementAndGeneral0150
IRS990/OtherExpenses/Total0150
IRS990/OtherRevenueCurrentYear082407
IRS990/OtherRevenuePriorYear063225
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY05666
IRS990/PermanentlyRestrictedNetAssets/EOY05666
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges073075
IRS990/ReconcilationRevenueExpenses0-4
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/RentalIncomeOrLoss/Real082407
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue0105387
IRS990/RevenuesLessExpensesCY0-4
IRS990/RevenuesLessExpensesPriorYear02487
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY054383
IRS990/SavingsAndTempCashInvestments/EOY0183834
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0105241
IRS990ScheduleA/SupportedOrgInformation/Amount0105241
IRS990ScheduleA/SupportedOrgInformation/EIN0060863800
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Greenwich Catholic School Inc
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(c)(3) - School
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue0693131
IRS990ScheduleD/Buildings/InvestmentCostOrOtherBasis0693131
IRS990ScheduleD/Land/BookValue01080000
IRS990ScheduleD/Land/InvestmentCostOrOtherBasis01080000
IRS990ScheduleD/TotalOfBookValueLandBuildings01773131
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: Trustee maintains contact with the Principal and Business Manager of teh School to assess the school's needs and how it is using the funds granted to it.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Procedure for Monitoring Grants in the U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0Part I, Line 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10471 North Street
IRS990ScheduleI/RecipientTable/AddressUS/City0Greenwich
IRS990ScheduleI/RecipientTable/AddressUS/State0CT
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode006830
IRS990ScheduleI/RecipientTable/EINOfRecipient0060863800
IRS990ScheduleI/RecipientTable/IRCSection0501(c)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0book
IRS990ScheduleI/RecipientTable/PurposeOfGrant0To assist school in support of its programs by providing funds for scholarships.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10Greenwich Catholic School Inc
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0The organization does not have meetings as the Trustee is the sole person in authority.
IRS990ScheduleO/GeneralExplanation/Explanation1The organization has no committees.
IRS990ScheduleO/GeneralExplanation/Explanation2The Trustee prepares Form 990 and its schedules based on his records, bank records, and brokerage statements. Once the return is complete it is compared again to those records and statements.
IRS990ScheduleO/GeneralExplanation/Explanation3All documents and financial records are kept in the office of teh Trustee and are available for review upon request.
IRS990ScheduleO/GeneralExplanation/Explanation4Increase in market value of invested assets 73,075.
IRS990ScheduleO/GeneralExplanation/Identifier0Changes in Net Assets or Fund Balances:
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part XI, line 9:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CT
IRS990/StatesWhereCopyOfReturnIsFiled0CT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1028 Sound View Drive
IRS990/TheBooksAreInCareOf/AddressUS/City0Greenwich
IRS990/TheBooksAreInCareOf/AddressUS/State0CT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode006830
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10James B Dougherty
IRS990/TheBooksAreInCareOf/TelephoneNumber02038693085
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IRS990/TotalAssetsBOY02529247
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IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01970
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0066128204
ReturnHeader/Filer/Name/BusinessNameLine10Greenwich Catholic Education Trust
ReturnHeader/Filer/NameControl0GREE
ReturnHeader/Filer/Phone02038693085
ReturnHeader/Filer/USAddress/AddressLine10c/o Dougherty - 28 Sound View Drive
ReturnHeader/Filer/USAddress/City0Greenwich
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006830
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-09-17
ReturnHeader/Officer/Name0James B Dougherty
ReturnHeader/Officer/Phone02038693085
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-09-17
ReturnHeader/PreparerFirm/EIN0060670154
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Dougherty Dougherty & Vecchiolla LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1028 Sound View Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Greenwich
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006830
ReturnHeader/Preparer/Name0James B Dougherty
ReturnHeader/Preparer/Phone02038693085
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-15T08:06:40-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,601,389
Liabilities
$105,241
Net assets
$2,496,148
Revenue
$105,387
Expenses
$105,391
Net income
-$4
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.10$3.66$0.08$0.11$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.10$3.41$0.11$0.10$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.12$3.33$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.11$3.24$0.13$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.12$3.39$0.01$0.12$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.14$3.39$0.14$0.14$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.65$0.13$3.51$0.14$0.14$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.13$3.37$0.22$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.12$3.29$0.32$0.28$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.21$0.09$3.12$0.93$0.44$0.49
2015Detailed filing. Detailed filing data is available for this year.$2.70$0.11$2.59$0.11$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.10$2.60$0.10$0.10$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.11$2.50$0.11$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.11$2.42$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits