Plan of Connecticut Inc - Charitable Trust

990EZ • Fiscal year 2013 • EIN 06-6528014

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 02, 2013

Organization Profile WWW.PLANOFCT.ORG

PO Box 370312Wethersfield, CT 06137-0312

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

90%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

11%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-69%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$87,757

Up $8,532 (+11%) from 2012

Net Assets

$87,757

Up $8,532 (+11%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin98th percentile

Revenue

Down

$9,481

Down $21,295 (-69%) from 2012

Expenses

Down

$950

Down $3,199 (-77%) from 2012

Net Income

Down

$8,531

Down $18,096 (-68%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2013

Assets$87,757

Liabilities$0

Net Assets$87,757

Open 2013 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2013

Revenue$9,481

Expenses$950

Net Income$8,531

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Dec 2, 2013
Return Version: 2012v2.3

Mission and Program Overview

Mission

The primary exempt purpose of the organization is to provide supplementary funds to enhance the quality of life for the elderly and people with disabilities for whom an individual trust has not been established.

Filing and Contact Details

Filer

EIN: 06-6528014

Raw XML Appendix204 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
CompensationExplanation/Compensation/PersonName	0	PEGGY EMBARDO
CompensationExplanation/Compensation/PersonName	1	MARTY LEGAULT
CompensationExplanation/Compensation/PersonName	2	STUART J HAWKINS
CompensationExplanation/Compensation/PersonName	3	FRANCINE DAVIS EARLY
CompensationExplanation/Compensation/PersonName	4	ANDREW SCIARRA
CompensationExplanation/Compensation/PersonName	5	DIANE COVELLO
CompensationExplanation/Compensation/PersonName	6	GEORGIA DAVIS
CompensationExplanation/Compensation/PersonName	7	STEVEN ESSEX
CompensationExplanation/Compensation/PersonName	8	LINDA FELDMAN
CompensationExplanation/Compensation/PersonName	9	JAMES FUNNELL
CompensationExplanation/Compensation/PersonName	10	MICHAEL LEONE
CompensationExplanation/Compensation/PersonName	11	THOMAS V RILEY
CompensationExplanation/Compensation/PersonName	12	MARIALTA Z SPARAGNA
CompensationExplanation/Compensation/PersonName	13	NANCY DEAN
CompensationExplanation/Compensation/PersonName	14	ANDREW F SYLVESTER
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	79226
IRS990EZ/CashSavingsAndInvestments/EOY	0	87757
IRS990EZ/ContributionsGiftsGrantsEtc	0	9405
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	8531
IRS990EZ/FeesAndOthPymtToIndContractors	0	450
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrossReceipts	0	9481
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InvestmentIncome	0	26
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	79226
IRS990EZ/NetAssetsOrFundBalancesBOY	0	79226
IRS990EZ/NetAssetsOrFundBalances/EOY	0	87757
IRS990EZ/NetAssetsOrFundBalancesEOY	0	87757
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	40.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	12	0.05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	13	40.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	14	40.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	67720
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	12	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	13	19038
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	14	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	PEGGY EMBARDO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	MARTY LEGAULT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	STUART J HAWKINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	FRANCINE DAVIS EARLY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	ANDREW SCIARRA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	DIANE COVELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	GEORGIA DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	STEVEN ESSEX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	LINDA FELDMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	JAMES FUNNELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	MICHAEL LEONE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	THOMAS V RILEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	12	MARIALTA Z SPARAGNA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	13	NANCY DEAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	14	ANDREW F SYLVESTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PY EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	12	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	13	PY EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	14	PY CEO
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	500
IRS990EZ/OtherRevenueTotal	0	50
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE FUNDS TO INDIVIDUALS WITH DISABILITIES AND/OR THEIR FAMILY, FOR WHOM AN INDIVIDUAL TRUST HAS NOT BEEN ESTABLISHED.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	CHARITABLE DISTRIBUTIONS MADE TO DISABLED PERSONS WHO HAD NO OTHER ACCESS TO EXTRA FUNDS AND THEIR FAMILIES WHO WERE NOT ABLE TO ESTABLISH AN INDIVIDUAL TRUST.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	950
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	151 NEW PARK AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	HARTFORD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	06106
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	ANDREW F SYLVESTER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8605234951
IRS990EZ/TotalAssets/BOY	0	79226
IRS990EZ/TotalAssets/EOY	0	87757
IRS990EZ/TotalExpenses	0	950
IRS990EZ/TotalProgramServiceExpenses	0	950
IRS990EZ/TotalRevenue	0	9481
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	WWW.PLANOFCT.ORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	9405
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	30747
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	11167
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	11257
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	62576
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	26
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	23
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	26
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	85
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	192
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	352
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	50
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	6
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	56
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	26
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	23
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	26
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	85
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	192
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	352
IRS990ScheduleA/InvestmentIncomePercentage	0	0.01000
IRS990ScheduleA/PriorYearSupportPercentage	0	0.98970
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.01000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.99440
IRS990ScheduleA/PublicSupportTotal509	0	62632
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	9455
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	30753
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	11167
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	11257
IRS990ScheduleA/Total509/Total	0	62632
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	9481
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	30776
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	11193
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	11342
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	192
IRS990ScheduleA/TotalSupportTotal/Total	0	62984
IRS990ScheduleO/GeneralExplanation/Explanation	0	MISCELLANEOUS 50 TOTAL 50
IRS990ScheduleO/GeneralExplanation/Explanation	1	EXPENSES PROVIDER SERVICES 500 TOTAL 500
IRS990ScheduleO/GeneralExplanation/Explanation	2	THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE FUNDS TO INDIVIDUALS WITH DISABILITIES AND/OR THEIR FAMILY, FOR WHOM AN INDIVIDUAL TRUST HAS NOT BEEN ESTABLISHED.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/Filer/EIN	0	066528014
ReturnHeader/Filer/Name/BusinessNameLine1	0	PLAN OF CONNECTICUT INC -
ReturnHeader/Filer/Name/BusinessNameLine2	0	CHARITABLE TRUST
ReturnHeader/Filer/NameControl	0	PLAN
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 370312
ReturnHeader/Filer/USAddress/City	0	WEST HARTFORD
ReturnHeader/Filer/USAddress/State	0	CT
ReturnHeader/Filer/USAddress/ZIPCode	0	061370312
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2013-12-02
ReturnHeader/Officer/Name	0	ANDREW F SYLVESTER
ReturnHeader/Officer/Title	0	CEO
ReturnHeader/Preparer/DatePrepared	0	2013-12-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	GUILMARTIN DIPIRO & SOKOLOWSKI LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	505 MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MIDDLETOWN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	064572809
ReturnHeader/Preparer/Name	0	CHRISTOPHER B CONLEY
ReturnHeader/Preparer/Phone	0	8603475689
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-12-13T12:39:17-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $87,757
Liabilities: $0
Net assets: $87,757
Revenue: $9,481
Expenses: $950
Net income: $8,531

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$60.0		$60.0	$0.77	$2.47	$1.70
2023Detailed filing. Detailed filing data is available for this year.	$61.7	$0.00	$61.7	$0.77	$1.09	$0.32
2022Detailed filing. Detailed filing data is available for this year.	$62.0	$0.00	$62.0	$0.10	$0.04	$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$62.0	$0.00	$62.0	$0.02	$0.30	$0.28
2020Detailed filing. Detailed filing data is available for this year.	$62.2	$0.00	$62.2	$0.29	$0.81	$0.52
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$62.8	$0.00	$62.8	$0.21	$0.00	$0.21
2018Detailed filing. Detailed filing data is available for this year.	$62.6	$0.00	$62.6	$16.7	$0.69	$16.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$46.6	$0.00	$46.6	$0.02	$0.81	$0.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$47.4	$0.00	$47.4	$0.02	$8.06	$8.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$55.4	$0.00	$55.4	$0.02	$14.7	$14.7
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$70.1	$0.00	$70.1	$0.02	$17.7	$17.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$87.8	$0.00	$87.8	$9.48	$0.95	$8.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$79.2		$79.2	$30.8	$4.15	$26.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$52.6		$52.6	$11.2	$4.76	$6.44