Civic Intelligence

Joseph W Hasel Trust

990PF • Fiscal year 2011 • EIN 06-6450189

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

Cheshire Academy 10 Main Street06410
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$308,092

No earlier filing loaded for comparison.

Net Assets

$308,092

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,932

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $308,092Liabilities 2011: $0Net Assets 2011: $308,0922011Assets 2012: $313,869Liabilities 2012: $0Net Assets 2012: $313,8692012Assets 2013: $323,023Liabilities 2013: $0Net Assets 2013: $323,0232013Assets 2014: $350,618Liabilities 2014: $0Net Assets 2014: $350,6182014Assets 2015: $353,359Liabilities 2015: $0Net Assets 2015: $353,3592015Assets 2016: $352,717Liabilities 2016: $0Net Assets 2016: $352,7172016Assets 2017: $360,210Liabilities 2017: $0Net Assets 2017: $360,2102017Assets 2018: $381,998Liabilities 2018: $6,166Net Assets 2018: $375,8322018Assets 2019: $368,489Liabilities 2019: $02019Assets 2020: $367,506Liabilities 2020: $1,982Net Assets 2020: $365,5242020Assets 2021: $389,970Liabilities 2021: $24,446Net Assets 2021: $365,5242021Assets 2022: $372,713Liabilities 2022: $0Net Assets 2022: $372,7132022Assets 2023: $379,788Liabilities 2023: $0Net Assets 2023: $379,7882023Assets 2024: $409,208Liabilities 2024: $11,696Net Assets 2024: $397,5122024

Highlighted filing

2011

Assets$308,092
Liabilities$0
Net Assets$308,092

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $6,9322011Expenses 2012: $9,6142012Revenue 2013: $17,322Expenses 2013: $8,168Net Income 2013: $9,1542013Revenue 2014: $39,357Expenses 2014: $11,762Net Income 2014: $27,5952014Revenue 2015: $12,395Expenses 2015: $9,654Net Income 2015: $2,7412015Revenue 2016: $11,780Expenses 2016: $12,422Net Income 2016: -$6422016Revenue 2017: $16,978Expenses 2017: $9,485Net Income 2017: $7,4932017Revenue 2018: $32,923Expenses 2018: $17,301Net Income 2018: $15,6222018Revenue 2019: $13,395Expenses 2019: $20,738Net Income 2019: -$7,3432019Revenue 2020: $8,405Expenses 2020: $11,370Net Income 2020: -$2,9652020Revenue 2021: $32,312Expenses 2021: $32,312Net Income 2021: $02021Revenue 2022: $13,748Expenses 2022: $6,559Net Income 2022: $7,1892022Revenue 2023: $11,099Expenses 2023: $4,024Net Income 2023: $7,0752023Revenue 2024: $22,402Expenses 2024: $4,678Net Income 2024: $17,7242024

Highlighted filing

2011

Revenue-
Expenses$6,932
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCheshire AcademyGeneral PurposesNoneCheshire, CT, US$2,149
Paid Grant-ScholarshipNoneWarren, CT, US$1,250
Paid Grant-ScholarshipNoneCheshire, CT, US$1,250
Filing and Contact Details

Filer

EIN
06-6450189
Raw XML Appendix342 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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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0All trust income shall be paid to the designated charitable entity in annual, or more frequent, intervals, to fulfill the
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1designated Trust purpose, as outlined in the Will of Joseph Hassell. See copy attached.
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0-132
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2017906
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3014354
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4028689
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5012681
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5012681
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear070598
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04649
IRS990PF/UndistributedIncome/ExcessFromYear105000
IRS990PF/UndistributedIncome/ExcessFromYear2017906
IRS990PF/UndistributedIncome/ExcessFromYear3014354
IRS990PF/UndistributedIncome/ExcessFromYear4028689
IRS990PF/UndistributedIncome/QualifyingDistributions04649
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04649
IRS990PF/UndistributedIncome/TotalCorpus083279
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover078630
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation0559
LandEtcSchedule2/LandEtc/AccumulatedDepreciation111409
LandEtcSchedule2/LandEtc/AccumulatedDepreciation2368
LandEtcSchedule2/LandEtc/AccumulatedDepreciation399
LandEtcSchedule2/LandEtc/CategoryOrItem0Bobs Furniture
LandEtcSchedule2/LandEtc/CategoryOrItem1Trod Nossell Recording Studios
LandEtcSchedule2/LandEtc/CategoryOrItem2Meriden Auction Rooms
LandEtcSchedule2/LandEtc/CategoryOrItem3Salka Office Furniture
LandEtcSchedule2/LandEtc/CostOrOtherBasis0559
LandEtcSchedule2/LandEtc/CostOrOtherBasis111409
LandEtcSchedule2/LandEtc/CostOrOtherBasis2368
LandEtcSchedule2/LandEtc/CostOrOtherBasis399
LegalFeesSchedule/LegalFees/AdjustedNetIncome0550
LegalFeesSchedule/LegalFees/Amount0550
LegalFeesSchedule/LegalFees/Category0John J. Palmeri, Attorney at Law, LLC
LegalFeesSchedule/LegalFees/NetInvestmentIncome0550
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01612
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01612
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0UBS Managed Account Fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01612
TaxesSchedule/Taxes/AdjustedNetIncome021
TaxesSchedule/Taxes/AdjustedNetIncome1100
TaxesSchedule/Taxes/Amount021
TaxesSchedule/Taxes/Amount1100
TaxesSchedule/Taxes/Category0Federal Income Tax 2010
TaxesSchedule/Taxes/Category1New York State Department of Labor
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome021
TaxesSchedule/Taxes/NetInvestmentIncome1100
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0066450189
ReturnHeader/Filer/Name/BusinessNameLine10Joseph W Hasel Trust
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone02032725396
ReturnHeader/Filer/USAddress/AddressLine10Cheshire Academy 10 Main Street
ReturnHeader/Filer/USAddress/City0Cheshire
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006410
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-04
ReturnHeader/Officer/Name0Patricia Willis
ReturnHeader/Officer/Phone02034397200
ReturnHeader/Officer/Title0Chief Financial Officer
ReturnHeader/Preparer/DatePrepared02012-05-04
ReturnHeader/PreparerFirm/EIN0061569605
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10John J Palmeri Attorney at Law LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10515 Highland Avenue
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Cheshire
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006410
ReturnHeader/Preparer/Name0John Palmeri
ReturnHeader/Preparer/Phone02036999132
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-04T12:49:23-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.12$3.98$0.22$0.05$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.11$0.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.14$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.24$3.66$0.32$0.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.02$3.66$0.08$0.11$0.03
2019Summary only. Only limited summary data is available for this year.$3.68$0.00$0.13$0.21$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.06$3.76$0.33$0.17$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.17$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.39$0.12$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.17$0.08$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.07