Civic Intelligence

Greenwich Catholic Education Trust Fund

990 • Fiscal year 2018 • EIN 06-6128204

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

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

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.58x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

2.4%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,497,113

Up $83,110 (+2.4%) from 2017

Net Assets

Up

$3,370,285

Up $77,644 (+2.4%) from 2017

Liabilities

Up

$126,828

Up $5,466 (+4.5%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin86th percentile

Revenue

Down

$218,264

Down $105,725 (-33%) from 2017

Expenses

Down

$140,620

Down $137,319 (-49%) from 2017

Net Income

Up

$77,644

Up $31,594 (+69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$3,497,113
Liabilities$126,828
Net Assets$3,370,285
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$218,264
Expenses$140,620
Net Income$77,644
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,059,144
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$2,869,008$2,019,907▼ $849,101
Savings and Temporary Cash Investments$44,214$21,645▼ $22,569
Cash and Non-Interest-Bearing Accounts$781$17,229▲ $16,448
Total Assets$3,414,003$3,497,113▲ $83,110
Other Assets Total$500,000$1,438,332▲ $938,332
Liabilities
Grants Payable$121,362$126,828▲ $5,466
Total Liabilities$121,362$126,828▲ $5,466
Net Assets / Fund Balance
Unrestricted Net Assets$3,292,641$3,370,285▲ $77,644
Total Net Assets Fund Balance$3,292,641$3,370,285▲ $77,644
Total Liabilities and Net Assets / Fund Balance$3,414,003$3,497,113▲ $83,110

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$938,332--
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
$218,264
Other Revenue
$0
Change in Net Assets
$77,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$126,828
Other Expenses$13,792
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,828--$126,828
Fees for Services Legal$6,000$6,000-$12,000
Other Expenses$42$42-$84
Total Functional Expenses$133,724$6,896$0$140,620
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greenwich Catholic School IncGreenwich, CT501(c)(3)To assist school in support of its programs by providing funds for scholarships.$126,828
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 11B

“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
2018-10-15
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
Raw XML Appendix311 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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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Dougherty Mortgage 3.25% Due March 2027
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Poisson Mortgage 6.5% Due September 13, 2022
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization does not have meetings as the Trustee is the sole person in authority.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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/ExplanationTxt3All documents and financial records are kept in the office of the Trustee and are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
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ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0066128204
ReturnHeader/Filer/PhoneNum02038693085
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B483DA64D1BE3DD4DCC05424A4E0CA28A04374F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.56.39.165
ReturnHeader/FilingSecurityInformation/IPDt02018-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:53:08
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
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James B Dougherty
ReturnHeader/ReturnTs02018-10-15T13:53:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings

Displayed year

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

Open filing
Assets
$3,497,113
Liabilities
$126,828
Net assets
$3,370,285
Revenue
$218,264
Expenses
$140,620
Net income
$77,644
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