Civic Intelligence

Joseph W Hasel Trust

990PF • Fiscal year 2024 • EIN 06-6450189

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 17, 2025

Organization Profile
10 Main StreetCheshire, CT 06410

(203) 439-7200

Siviq Scores

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

Liabilities / Assets

74th percentile

0.03x

Higher debt load relative to assets than 74% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

102%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$409,208

Up $29,420 (+7.7%) from 2023

Net Assets

Up

$397,512

Up $17,724 (+4.7%) from 2023

Liabilities

Up

$11,696

Up $11,696 from 2023

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin96th percentile

Revenue

Up

$22,402

Up $11,303 (+102%) from 2023

Expenses

Up

$4,678

Up $654 (+16%) from 2023

Net Income

Up

$17,724

Up $10,649 (+151%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2024

Assets$409,208
Liabilities$11,696
Net Assets$397,512
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

2024

Revenue$22,402
Expenses$4,678
Net Income$17,724
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew R Piechota CPACFO-$0--
Filing and Contact Details

Filer

Filer Name
Joseph W Hasel Trust
EIN
06-6450189
Phone
2034397200
Address
10 Main Street, Cheshire, CT 06410

Signing Officer

Name
Matthew R Piechota
Title
CFO
Signed
2025-03-17
Discuss with paid preparer
Yes

Preparer

Firm
John J Palmeri Attorney at Law LLC
Address
515 Highland Avenue, Cheshire, CT 06410
Preparer
John J Palmeri
Phone
2036999132
Raw XML Appendix249 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/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022402
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07926
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02500
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt017724
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0379788
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt01412
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/FMVAssetsEOYAmt0416365
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IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0379788
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt011696
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0374747
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04678
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 Main Street
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Matthew R Piechota
IRS990PF/StatementsRegardingActyGrp/PhoneNum02034397200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship Awards
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Residue of Income to Cheshire Academy
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt07075
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Scholarship Application
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Joseph W Hasel Scholarship
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02034397200
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Athletic Achievement
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Cameron Covington
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032312
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019675
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010685
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Advirsory Fees - Schwab
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0066450189
ReturnHeader/Filer/PhoneNum02034397200
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ReturnHeader/Filer/USAddress/CityNm0Cheshire
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ReturnHeader/Filer/USAddress/ZIPCd006410
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John J Palmeri Attorney at Law LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006410
ReturnHeader/PreparerPersonGrp/PhoneNum02036999132
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Palmeri
ReturnHeader/ReturnTs02025-03-17T08:41:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,208
Liabilities
$11,696
Net assets
$397,512
Revenue
$22,402
Expenses
$4,678
Net income
$17,724
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