Civic Intelligence

Greenwich Catholic Education Trust Fund

990 • Fiscal year 2016 • EIN 06-6128204

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 22, 2016

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

(203) 869-3085

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.10x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

789%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$3,211,702

Up $510,858 (+19%) from 2015

Net Assets

Up

$3,118,606

Up $530,985 (+21%) from 2015

Liabilities

Down

$93,096

Down $20,127 (-18%) from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin93rd percentile

Revenue

Up

$934,632

Up $829,534 (+789%) from 2015

Expenses

Up

$443,390

Up $338,117 (+321%) from 2015

Net Income

Up

$491,242

Up $491,417 (+280810%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2016

Assets$3,211,702
Liabilities$93,096
Net Assets$3,118,606
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

2016

Revenue$934,632
Expenses$443,390
Net Income$491,242
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 22, 2016
Return Version
2015v2.1
Gross Receipts
$3,353,958
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.

To earn money on investments to provide funds to help Greenwich Catholic School by providing it with scholarship funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$718,867$2,312,727▲ $1,593,860
Land, Buildings, and Equipment, Net$1,928,136$0▼ $1,928,136
Savings and Temporary Cash Investments$53,841$298,975▲ $245,134
Total Assets$2,700,844$3,211,702▲ $510,858
Other Assets Total$0$600,000▲ $600,000
Liabilities
Grants Payable$104,923$93,096▼ $11,827
Escrow Account Liability$8,300$0▼ $8,300
Total Liabilities$113,223$93,096▼ $20,127
Net Assets / Fund Balance
Unrestricted Net Assets$2,587,621$3,118,606▲ $530,985
Total Net Assets Fund Balance$2,587,621$3,118,606▲ $530,985
Total Liabilities and Net Assets / Fund Balance$2,700,844$3,211,702▲ $510,858

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$600,000--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James B DoughertyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$919,405
Other Revenue
$15,227
Change in Net Assets
$491,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$443,096
Other Expenses$294
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$443,096--$443,096
Other Expenses-$26-$26
Total Functional Expenses$443,096$294$0$443,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greenwich Catholic School IncGreenwich, CT501(c)(3)To assist school in a capital improvement campaign$350,000
Greenwich Catholic School IncGreenwich, CT501(c)(3)To assist school in support of its programs by providing funds for scholarships.$93,096
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8A

“The organization does not have meetings as the Trustee is the sole person in authority.”

Form 990, Part VI, Section A, line 8B

“The organization has no committees.”

Form 990, Part VI, Section B, line 11

“The 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.”

Form 990, Part VI, Section C, line 19

“All documents and financial records are kept in the office of the Trustee and are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Greenwich Catholic Education Trust
EIN
06-6128204
Phone
2038693085
Address
c/o Dougherty - 28 Sound View Drive, Greenwich, CT 06830

Signing Officer

Name
James B Dougherty
Title
Trustee
Phone
2038693085
Signed
2016-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Dougherty
Formed
1970
Legal Domicile
Ct
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Dougherty Greenwich Legal LLC
Address
28 Sound View Drive, Greenwich, CT 06830
Preparer
James B Dougherty
Phone
2038693085
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

“Provide assistance to school to renovate facilities”

Raw XML AppendixShowing 400 of 407 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustee meets on a regular basis with the Principal and Finance Chairman of the supprted organization to review its finacial situation and needs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D Line 2
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02659890
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt058212
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt093096
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01688517
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02700396
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt058212
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt093096
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060863800
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1060863800
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt093096
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1350000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Greenwich Catholic School Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Greenwich Catholic School Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0443096
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0600000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Dungey Mortgage 4% Due April 2018
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0600000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt093096
IRS990ScheduleI/RecipientTable/CashGrantAmt1350000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To assist school in support of its programs by providing funds for scholarships.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To assist school in a capital improvement campaign
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Greenwich Catholic School Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Greenwich Catholic School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0060863800
IRS990ScheduleI/RecipientTable/RecipientEIN1060863800
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0471 North Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1471 North Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Greenwich
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Greenwich
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006830
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106830
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0book
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1book
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trustee 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/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provide assistance to school to renovate facilities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not have meetings as the Trustee is the sole person in authority.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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/SupplementalInformationDetail/ExplanationTxt4All documents and financial records are kept in the office of the Trustee and are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02700844
IRS990/TotalAssetsEOYAmt03211702
IRS990/TotalAssetsGrp/BOYAmt02700844
IRS990/TotalAssetsGrp/EOYAmt03211702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0294
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0443096
IRS990/TotalFunctionalExpensesGrp/TotalAmt0443390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113223
IRS990/TotalLiabilitiesEOYAmt093096
IRS990/TotalLiabilitiesGrp/BOYAmt0113223
IRS990/TotalLiabilitiesGrp/EOYAmt093096
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02587621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03118606
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0443096
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0934632
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0934632
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02700844
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03211702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02587621
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03118606
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt028 Sound View Drive
IRS990/USAddress/CityNm0Greenwich
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006830
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James B Dougherty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02038693085
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Greenwich Catholic Education Trust
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0066128204
ReturnHeader/Filer/PhoneNum02038693085
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Dougherty - 28 Sound View Drive
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462611105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dougherty Greenwich Legal LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 Sound View Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02038693085

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,211,702
Liabilities
$93,096
Net assets
$3,118,606
Revenue
$934,632
Expenses
$443,390
Net income
$491,242
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