Civic Intelligence

Hunter'S Scholarship Fund in Memory of Bill Lawton and Carol Gillooly

990PF • Fiscal year 2021 • EIN 06-6429541

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 18, 2022

450 West Main StreetMeriden, CT 06451

(203) 514-5116

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

26%

Higher net margin than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

19%

Faster asset growth than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

100%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$178,279

Up $28,652 (+19%) from 2020

Net Assets

Up

$178,279

Up $28,652 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$46,213

Up $23,138 (+100%) from 2020

Expenses

Down

$34,267

Down $15,229 (-31%) from 2020

Net Income

Up

$11,946

Up $38,367 (+145%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $172,209Liabilities 2011: $02011Assets 2012: $214,869Liabilities 2012: $02012Assets 2013: $193,025Liabilities 2013: $782013Assets 2014: $196,040Liabilities 2014: $02014Assets 2015: $173,976Liabilities 2015: $02015Assets 2019: $172,558Liabilities 2019: $02019Assets 2020: $149,627Liabilities 2020: $0Net Assets 2020: $149,6272020Assets 2021: $178,279Liabilities 2021: $0Net Assets 2021: $178,2792021Assets 2022: $243,682Liabilities 2022: $110,967Net Assets 2022: $132,7152022Assets 2023: $213,497Liabilities 2023: $109,7702023Assets 2024: $176,570Liabilities 2024: $59,107Net Assets 2024: $117,4632024Assets 2025: $177,303Liabilities 2025: $62,485Net Assets 2025: $114,8182025

Highlighted filing

2021

Assets$178,279
Liabilities$0
Net Assets$178,279

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $64,633Expenses 2011: $84,694Net Income 2011: -$20,0612011Revenue 2012: $71,496Expenses 2012: $43,928Net Income 2012: $27,5682012Revenue 2013: $76,038Expenses 2013: $102,051Net Income 2013: -$26,0132013Revenue 2014: $83,280Expenses 2014: $81,098Net Income 2014: $2,1822014Revenue 2015: $59,946Expenses 2015: $66,468Net Income 2015: -$6,5222015Revenue 2019: $76,018Expenses 2019: $69,894Net Income 2019: $6,1242019Revenue 2020: $23,075Expenses 2020: $49,496Net Income 2020: -$26,4212020Revenue 2021: $46,213Expenses 2021: $34,267Net Income 2021: $11,9462021Revenue 2022: $83,533Expenses 2022: $103,597Net Income 2022: -$20,0642022Revenue 2023: $40,914Expenses 2023: $76,877Net Income 2023: -$35,9632023Revenue 2024: $38,798Expenses 2024: $43,926Net Income 2024: -$5,1282024Revenue 2025: $4,644Expenses 2025: $15,829Net Income 2025: -$11,1852025

Highlighted filing

2021

Revenue$46,213
Expenses$34,267
Net Income$11,946
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 18, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN CURTINTrustee-$0--
GARY HAVICANTrustee-$0--
DANIELLE VAILONISCommittee Member-$0--
SEAN FITCHCommittee Member-$0--
KEVIN FERRAROTTICommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
HUNTER'S SCHOLARSHIP FUND IN MEMORY OF
EIN
06-6429541
Phone
2035145116
Address
450 WEST MAIN STREET, MERIDEN, CT 06451

Signing Officer

Name
Donna Hunter
Title
Trustee
Phone
2035145116
Signed
2022-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE 8TH FLOOR, NEW HAVEN, CT 06511
Preparer
Michele a Spence CPA
Phone
2037819600
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt040657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt015122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt017367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt046213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt015122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01778
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MFC VANGUARD SMALL-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD FTSE EMERGING MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MFC SPDR S&P MIDCAP 400 ETF TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02022
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011946
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016706
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0178279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0149627
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0178279
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08780
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08780
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08780
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08824
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/DistributableAmountGrp/TotalTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt061
IRS990PF/FMVAssetsEOYAmt0178279
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021774
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035793
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt061095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt060769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt060769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt063760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt077903
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt077903
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt037633
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt037835
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0419
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0202
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0202
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0149627
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0178279
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03612
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0149627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0178279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0178279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0149627
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0178279
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0149627
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0178279
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0179169
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0147145
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02688
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08824
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0176481
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0179169
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEAN CURTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY HAVICAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIELLE VAILONIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SEAN FITCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KEVIN FERRAROTTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE

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