Civic Intelligence

Connecticut Estate & Tax Planning

EIN 06-6196691 • 501(c)6 • Bethany, CT

Profile

The dissemination of information with respect to estate and tax planning

419 Downs RoadBethany, CT 06524

ctetpc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-40115%

Higher net margin than 1% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15000.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-31%

Faster asset growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$18,020

Down $8,023 (-31%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$18,020

Down $8,023 (-31%) from 2019

Operations
Liabilities / Revenue51st percentileNet Margin1st percentile

Revenue

Down

$20

Down $3,506 (-99%) from 2019

Expenses

Down

$8,043

Down $2,335 (-22%) from 2019

Net Income

Down

-$8,023

Down $1,171 (-17%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $77,323Net Assets 2010: $77,3232010Assets 2011: $74,253Net Assets 2011: $74,2532011Assets 2012: $69,691Net Assets 2012: $69,6912012Assets 2013: $51,035Liabilities 2013: $0Net Assets 2013: $51,0352013Assets 2014: $48,380Liabilities 2014: $0Net Assets 2014: $48,3802014Assets 2015: $42,618Liabilities 2015: $0Net Assets 2015: $42,6182015Assets 2016: $42,542Liabilities 2016: $0Net Assets 2016: $42,5422016Assets 2017: $37,752Liabilities 2017: $0Net Assets 2017: $37,7522017Assets 2018: $32,895Liabilities 2018: $0Net Assets 2018: $32,8952018Assets 2019: $26,043Liabilities 2019: $0Net Assets 2019: $26,0432019Assets 2020: $18,020Liabilities 2020: $0Net Assets 2020: $18,0202020

Highlighted filing

2020

Assets$18,020
Liabilities$0
Net Assets$18,020
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2010: $20,227Expenses 2010: $18,244Net Income 2010: $1,9832010Revenue 2011: $10,734Expenses 2011: $13,804Net Income 2011: -$3,0702011Revenue 2012: $15,530Expenses 2012: $20,092Net Income 2012: -$4,5622012Revenue 2013: $10,967Expenses 2013: $29,623Net Income 2013: -$18,6562013Revenue 2014: $10,802Expenses 2014: $13,457Net Income 2014: -$2,6552014Revenue 2015: $12,735Expenses 2015: $18,497Net Income 2015: -$5,7622015Revenue 2016: $8,563Expenses 2016: $8,639Net Income 2016: -$762016Revenue 2017: $6,696Expenses 2017: $11,486Net Income 2017: -$4,7902017Revenue 2018: $4,891Expenses 2018: $9,748Net Income 2018: -$4,8572018Revenue 2019: $3,526Expenses 2019: $10,378Net Income 2019: -$6,8522019Revenue 2020: $20Expenses 2020: $8,043Net Income 2020: -$8,0232020

Highlighted filing

2020

Revenue$20
Expenses$8,043
Net Income-$8,023
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$18,020
Liabilities
$0
Net assets
$18,020
Revenue
$20
Expenses
$8,043
Net income
-$8,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.02$8.04$8.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$0.00$26.0$3.53$10.4$6.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$0.00$32.9$4.89$9.75$4.86
2017Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$6.70$11.5$4.79
2016Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$8.56$8.64$0.08
2015Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$12.7$18.5$5.76
2014Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$10.8$13.5$2.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$0.00$51.0$11.0$29.6$18.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.7$69.7$15.5$20.1$4.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.3$74.3$10.7$13.8$3.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.3$77.3$20.2$18.2$1.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$20
Mission and Program Overview

Mission

The dissemination of information with respect to estate and tax planning

Program Services

DescriptionGrantsExpenses
To promote a better understanding and cooperation among related professionals as regards to each other, their clients and the general public$8,043-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan HemperlyExecutive Direc-$3,000-$3,000
Barry A FischmanSecretary-$0--
James L Flaherty Jr ESQTreasurer-$0--
Edward E PratesiDirector-$0--
christopher mottolaDirector-$0--
Joseph KleinDirector-$0--
James PuzzoVice President-$0--
Helene AugustinePresident-$0--
Barbara Taylor ESQDirector-$0--
Filing and Contact Details

Filer

Filer Name
Connecticut Estate & Tax Planning
EIN
06-6196691
Phone
2033932267
Address
419 DOWNS ROAD, BETHANY, CT 06524

Signing Officer

Name
Helene Augustine
Title
President
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
King King & Associates Cpas
Address
170 HOLABIRD AVE, WINSTED, CT 06098
Preparer
Robert E King CPA
Phone
8603790215
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Programs and Meetings $3668”

Other Expenses.2

“Dues paid $1375”

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joan Hemperly
IRS990EZ/BooksInCareOfDetail/PhoneNum02033932267
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0419 Downs Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bethany
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006524
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018020
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8023
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026043
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018020
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt020
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026043
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018020
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt83000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barry A Fischman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James L Flaherty Jr ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edward E Pratesi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3christopher mottola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joseph Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Puzzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Helene Augustine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Barbara Taylor ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Joan Hemperly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive Direc
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The dissemination of information with respect to estate and tax planning
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote a better understanding and cooperation among related professionals as regards to each other, their clients and the general public
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08043
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08043
IRS990EZ/TotalProgramServiceExpensesAmt08043
IRS990EZ/TotalRevenueAmt020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ctetpc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs and Meetings $3668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues paid $1375
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Helene Augustine
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONNECTICUT ESTATE & TAX PLANNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNCIL INC
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0066196691
ReturnHeader/Filer/PhoneNum02033932267
ReturnHeader/Filer/USAddress/AddressLine1Txt0419 DOWNS ROAD
ReturnHeader/Filer/USAddress/CityNm0BETHANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006524
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061392255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KING KING & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 HOLABIRD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006098
ReturnHeader/PreparerPersonGrp/PhoneNum08603790215
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert E King CPA
ReturnHeader/ReturnTs02021-05-17T06:13:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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