Civic Intelligence

Addison Hines Charitable Tr

990PF • Fiscal year 2023 • EIN 20-1679943

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 08, 2024

Organization Profile
932 Tillinghast DriveOxford, CT 06478-1092

(954) 614-7867

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

2nd percentile

-379%

Higher net margin than 2% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$63,500

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

12th percentile

-6.3%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,329,141

Down $1,105,790 (-6.3%) from 2022

Net Assets

Down

$16,329,141

Down $1,105,790 (-6.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Down

$291,626

Down $369,883 (-56%) from 2022

Expenses

Down

$1,397,416

Down $63,629 (-4.4%) from 2022

Net Income

Down

-$1,105,790

Down $306,254 (-38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $19,696,296Liabilities 2011: $02011Assets 2012: $19,865,550Liabilities 2012: $02012Assets 2013: $19,770,254Liabilities 2013: $02013Assets 2014: $19,912,663Liabilities 2014: $02014Assets 2015: $19,102,561Liabilities 2015: $02015Assets 2019: $18,402,417Liabilities 2019: $02019Assets 2020: $18,096,143Liabilities 2020: $0Net Assets 2020: $18,096,1432020Assets 2021: $18,234,467Liabilities 2021: $0Net Assets 2021: $18,234,4672021Assets 2022: $17,434,931Liabilities 2022: $0Net Assets 2022: $17,434,9312022Assets 2023: $16,329,141Liabilities 2023: $0Net Assets 2023: $16,329,1412023Assets 2024: $15,860,238Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$16,329,141
Liabilities$0
Net Assets$16,329,141
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $869,358Expenses 2011: $1,481,871Net Income 2011: -$612,5132011Revenue 2012: $1,606,605Expenses 2012: $1,437,351Net Income 2012: $169,2542012Revenue 2013: $1,417,478Expenses 2013: $1,512,774Net Income 2013: -$95,2962013Revenue 2014: $1,614,291Expenses 2014: $1,471,882Net Income 2014: $142,4092014Revenue 2015: $626,889Expenses 2015: $1,436,991Net Income 2015: -$810,1022015Revenue 2019: $773,265Expenses 2019: $1,418,682Net Income 2019: -$645,4172019Revenue 2020: $1,087,399Expenses 2020: $1,393,673Net Income 2020: -$306,2742020Revenue 2021: $1,604,088Expenses 2021: $1,465,764Net Income 2021: $138,3242021Revenue 2022: $661,509Expenses 2022: $1,461,045Net Income 2022: -$799,5362022Revenue 2023: $291,626Expenses 2023: $1,397,416Net Income 2023: -$1,105,7902023Revenue 2024: $957,599Expenses 2024: $1,426,502Net Income 2024: -$468,9032024

Highlighted filing

2023

Revenue$291,626
Expenses$1,397,416
Net Income-$1,105,790
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J LISZEWSKICotrusteePT$63,500-$63,500
JAMES B MURRAYCotrustee-$40,000-$40,000
Filing and Contact Details

Filer

Filer Name
Addison Hines Charitable Tr
EIN
20-1679943
In Care Of
% ROBERT J LISZEWSKI
Phone
9546147867
Address
932 TILLINGHAST DRIVE, OXFORD, CT 06478-1092

Signing Officer

Name
Robert J Liszewski
Title
Cotrustee
Phone
9546147867
Signed
2024-04-08
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01397416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0449818
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0254916
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013105
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013105
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016257
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012990390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012145551
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0886699
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01322354
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01067476
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt030622
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt036048
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016329141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0183309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0134583
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021212637
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017434931
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016329141
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02724078
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01784344
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01786113
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020778390
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0340769
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020437621
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0311676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01023336
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020466714
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt065713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0805 3RD AVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt063500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J LISZEWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES B MURRAY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0932 TILLINGHAST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1110 FLINTLOCK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OXFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTHPORT
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01174373
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01174373
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,329,141
Liabilities
$0
Net assets
$16,329,141
Revenue
$291,626
Expenses
$1,397,416
Net income
-$1,105,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.00$0.00$0.96$1.43$0.47
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.29$1.40$1.11
2022Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.66$1.46$0.80
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.60$1.47$0.14
2020Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.09$1.39$0.31
2019Summary only. Only limited summary data is available for this year.$18.4$0.00$0.77$1.42$0.65
2015Summary only. Only limited summary data is available for this year.$19.1$0.00$0.63$1.44$0.81
2014Summary only. Only limited summary data is available for this year.$19.9$0.00$1.61$1.47$0.14
2013Summary only. Only limited summary data is available for this year.$19.8$0.00$1.42$1.51$0.10
2012Summary only. Only limited summary data is available for this year.$19.9$0.00$1.61$1.44$0.17
2011Summary only. Only limited summary data is available for this year.$19.7$0.00$0.87$1.48$0.61