Civic Intelligence

Helene Urfirer Memorial Literacy Fund Inc.

EIN 14-1799087 • 501(c)3 • Greenwich, CT

Pub. 78 Eligible990-N CoverageNTEE A70

Profile

LITERACY EDUCATION

9 Cobb Island DriveGreenwich, CT 06830

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

NTEE A • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

NTEE A • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

80%

Higher net margin than 91% of similar nonprofits.

NTEE A70 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE A70 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

226%

Faster revenue growth than 94% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$29,328

Up $888 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$29,328

Up $888 (+3.1%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$127

Up $88 (+226%) from 2023

Expenses

Flat

$25

Flat from 2023

Net Income

Up

$102

Up $88 (+629%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$30K$20K$10K$0Assets 2023: $28,440Liabilities 2023: $0Net Assets 2023: $28,4402023Assets 2024: $29,328Liabilities 2024: $0Net Assets 2024: $29,3282024

Highlighted filing

2024

Assets$29,328
Liabilities$0
Net Assets$29,328
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$150$100$50$0Revenue 2023: $39Expenses 2023: $25Net Income 2023: $142023Revenue 2024: $127Expenses 2024: $25Net Income 2024: $1022024

Highlighted filing

2024

Revenue$127
Expenses$25
Net Income$102
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$29,328
Liabilities
$0
Net assets
$29,328
Revenue
$127
Expenses
$25
Net income
$102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$0.13$0.03$0.10
2023Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$0.04$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$127
Mission and Program Overview

Mission

LITERACY EDUCATION

Program Services

DescriptionGrantsExpenses
LITERACY EDUCATION$0$25
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALDA L FORDYCE-URFIRERSecretary/Treasurer-$0--
MICHAEL URFIRERPresident-$0--
PATRICIA TOSCANODirector-$0--
MELISSA URFIRER GOTTESMANDirector-$0--
MATTHEW URFIRERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Helene Urfirer Memorial Literacy Fund
EIN
14-1799087
Phone
2032496876
Address
9 COBB ISLAND DRIVE, GREENWICH, CT 06830

Signing Officer

Name
Donalda L Fordyce-urfirer
Title
Treasurer
Phone
2032496876
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Martin & Dukett LLC
Address
PO BOX 1110 39 LAKE ST, TUPPER LAKE, NY 12986
Preparer
Brian J Dukett
Phone
5183592955
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 102.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: char500 fee. Amount: 25.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized investment gains. Amount: 786.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02032496876
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 COBB ISLAND DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENWICH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006830
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028440
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029328
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONALDA L FORDYCE-URFIRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL URFIRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA TOSCANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA URFIRER GOTTESMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATTHEW URFIRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0786
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LITERACY EDUCATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025
IRS990EZ/TotalProgramServiceExpensesAmt025
IRS990EZ/TotalRevenueAmt0127
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0131
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87590
IRS990ScheduleA/PublicSupportPY170Pct00.95560
IRS990ScheduleA/PublicSupportTotal170Amt0925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0825
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0925
IRS990ScheduleA/TotalSupportAmt01056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CHAR500 FEE. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED INVESTMENT GAINS. AMOUNT: 786.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALDA L FORDYCE-URFIRER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032496876
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENE URFIRER MEMORIAL LITERACY FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0141799087
ReturnHeader/Filer/PhoneNum02032496876
ReturnHeader/Filer/USAddress/AddressLine1Txt09 COBB ISLAND DRIVE
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0863962204
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1110 39 LAKE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUPPER LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012986
ReturnHeader/PreparerPersonGrp/PhoneNum05183592955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J DUKETT
ReturnHeader/ReturnTs02025-05-15T07:44:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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