Civic Intelligence

Westbrook Foundation Inc.

990 • Fiscal year 2014 • EIN 22-2549826

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 22, 2015

PO Box 528Westbrook, CT 06498

(860) 399-8676

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

128%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$5,062,507

Up $806,680 (+19%) from 2013

Net Assets

Up

$5,062,507

Up $806,680 (+19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,020,106

Up $572,258 (+128%) from 2013

Expenses

Up

$213,426

Up $1,601 (+0.8%) from 2013

Net Income

Up

$806,680

Up $570,657 (+242%) from 2013

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,970,863Liabilities 2011: $0Net Assets 2011: $3,970,8632011Assets 2012: $4,019,804Liabilities 2012: $0Net Assets 2012: $4,019,8042012Assets 2013: $4,255,827Liabilities 2013: $0Net Assets 2013: $4,255,8272013Assets 2014: $5,062,507Liabilities 2014: $0Net Assets 2014: $5,062,5072014Assets 2015: $4,912,881Liabilities 2015: $0Net Assets 2015: $4,912,8812015Assets 2016: $4,979,809Liabilities 2016: $0Net Assets 2016: $4,979,8092016Assets 2017: $5,152,521Liabilities 2017: $0Net Assets 2017: $5,152,5212017Assets 2018: $6,929,537Liabilities 2018: $0Net Assets 2018: $6,929,5372018Assets 2019: $7,180,695Liabilities 2019: $0Net Assets 2019: $7,180,6952019Assets 2020: $8,102,742Liabilities 2020: $0Net Assets 2020: $8,102,7422020Assets 2021: $8,948,581Liabilities 2021: $0Net Assets 2021: $8,948,5812021Assets 2022: $9,000,621Liabilities 2022: $0Net Assets 2022: $9,000,6212022Assets 2023: $8,898,965Liabilities 2023: $0Net Assets 2023: $8,898,9652023Assets 2024: $9,224,287Liabilities 2024: $0Net Assets 2024: $9,224,2872024

Highlighted filing

2014

Assets$5,062,507
Liabilities$0
Net Assets$5,062,507

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $241,652Expenses 2011: $193,618Net Income 2011: $48,0342011Revenue 2012: $278,469Expenses 2012: $229,528Net Income 2012: $48,9412012Revenue 2013: $447,848Expenses 2013: $211,825Net Income 2013: $236,0232013Revenue 2014: $1,020,106Expenses 2014: $213,426Net Income 2014: $806,6802014Revenue 2015: $217,609Expenses 2015: $367,235Net Income 2015: -$149,6262015Revenue 2016: $350,143Expenses 2016: $283,215Net Income 2016: $66,9282016Revenue 2017: $547,872Expenses 2017: $375,160Net Income 2017: $172,7122017Revenue 2018: $2,067,832Expenses 2018: $290,816Net Income 2018: $1,777,0162018Revenue 2019: $691,224Expenses 2019: $440,066Net Income 2019: $251,1582019Revenue 2020: $1,501,431Expenses 2020: $579,384Net Income 2020: $922,0472020Revenue 2021: $1,492,658Expenses 2021: $646,819Net Income 2021: $845,8392021Revenue 2022: $734,378Expenses 2022: $687,938Net Income 2022: $46,4402022Revenue 2023: $439,217Expenses 2023: $545,815Net Income 2023: -$106,5982023Revenue 2024: $1,005,682Expenses 2024: $681,610Net Income 2024: $324,0722024

Highlighted filing

2014

Revenue$1,020,106
Expenses$213,426
Net Income$806,680
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 22, 2015
Return Version
2014v5.0
Gross Receipts
$2,592,000
Mission and Program Overview

Mission

To Administer Funds Whose Income Is to Be Used For The Benefit Of Residents Of The Town Of Westbrook.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,796,793$3,460,804▼ $335,989
Savings and Temporary Cash Investments$459,034$1,601,703▲ $1,142,669
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,255,827$5,062,507▲ $806,680
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,669,186$2,485,347▲ $816,161
Permanently Rstr Net Assets$2,313,095$2,313,095→ $0
Unrestricted Net Assets$273,546$264,065▼ $9,481
Total Net Assets Fund Balance$4,255,827$5,062,507▲ $806,680
Total Liabilities and Net Assets / Fund Balance$4,255,827$5,062,507▲ $806,680

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,313,095-▲ $65,143-$2,313,095
2013$2,313,095-▲ $53,651-$2,313,095
2012$2,313,095-▲ $46,302-$2,313,095
2011$2,313,095-▲ $40,885-$2,313,095
2010$2,313,095-▲ $38,718-$2,313,095
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$8,826
Program Service Revenue
$0
Investment Income
$1,011,280
Other Revenue
$0
All Other Contributions
$8,826
Change in Net Assets
$806,680

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,020,106
Total Revenue per Audited Statements
$1,020,106
Total Revenue per Form 990
$1,020,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,293
Other Expenses$76,133
Total Fundraising Expense$1,135
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,150--$72,150
Grants to Domestic Orgs$65,143--$65,143
Fees for Services Accounting-$8,600-$8,600
All Other Expenses-$2,804-$2,804
Other Expenses$2,520$3,970$280$2,800
Total Functional Expenses$147,508$64,783$1,135$213,426

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$213,426
Total Expenses per Audited Statements$213,426
Total Expenses per Form 990$213,426
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of WestbrookWestbrook, CT-Financial Assistance$11,138
Shoreline Buddy Baseball ChalWestbrook, CT501(c)(3)Financial Assistance for Startup$10,000
Shoreline Soup KitchensEssex, CT501(c)(3)Financial Assistance$8,000
Camp Hazen YMCAChester CT, CT501(c)(3)Scholarship$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 was reviewed with Board of Directors before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The governing body polices conflicts of interest by requesting those with a conflict to abstain at the time of each vote. There is a written policy that families of board members are not eligible to receive scholarships from the foundation.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Westbrook Foundation Inc
EIN
22-2549826
Phone
8603998676
Address
PO Box 528, Westbrook, CT 06498

Signing Officer

Name
James Crawford
Title
Chairman
Signed
2015-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Crawford
Formed
1984
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Lewitz Balosie Wollack Rayner & Giroux LLC
Address
36 Elm St, Old Saybrook, CT 06475
Preparer
Nicholas Lewitz Jr CPA
Phone
8603884451
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Earnings from endowment funds are used to fund scholarships for westbrook residents and a variety of other community projects. All earnings are restricted to uses that benefit residents of the town of westbrook.

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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02313095
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02313095
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0James Crawford
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Westbrook Foundation, Inc. administers several scholarship funds established to meet the educational needs of residents of the Town Of Westbrook, CT (population approximately 6,500). 67 residents received scholarships in 2014 to assist them in paying their college tuition.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt072150
IRS990/ProgSrvcAccomActy2Grp/GrantAmt072150
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046511
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0133405
IRS990/PYInvestmentIncomeAmt0401337
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt078420
IRS990/PYRevenuesLessExpensesAmt0236023
IRS990/PYTotalExpensesAmt0211825
IRS990/PYTotalRevenueAmt0447848
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0806680
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0459034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01601703
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION SENDS AN ANNUAL REPORT TO THE RESIDENTS OF WESTBROOK ADVISING THEM OF THE GRANTS MADE IN THE PRIOR YEAR, DETAILING THE PROCESS FOR APPLYING FOR GRANTS, AND PROVIDING INFORMATION ABOUT HOW TO MAKE A CONTRIBUTION OR BEQUEST TO THE FOUNDATION. THIS INFORMATION IS ALSO ON THE FOUNDATION'S WEBSITE. THE BOARD OF DIRECTORS CONSISTS OF NINE INDIVIDUALS WHO SERVE STAGGERED TERMS AND ARE NOT ALLOWED TO SERVE MORE THAN TWO CONSECUTIVE TERMS OF FIVE YEARS EACH. NEW DIRECTORS ARE APPROVED BY THE CURRENT DIRECTORS AND COME FROM DIVERSE BACKGROUNDS INCLUDING INDIVIDUALS FROM GOVERNMENT, EDUCATION, AND PROFESSIONALS WHO RESIDE IN WESTBROOK AND REPRESENT THE BROAD INTERESTS OF THE PUBLIC. ALL SERVE WITHOUT COMPENSATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073526
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0130494
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt098710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt087253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt085108
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0497554
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.12870
IRS990ScheduleA/PublicSupportPY170Pct00.16160
IRS990ScheduleA/PublicSupportTotal170Amt073526
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt046511
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06171
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073526
IRS990ScheduleA/TotalSupportAmt0571080
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02313095
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02313095
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt065143
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt065143
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02313095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02313095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt053651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02313095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02313095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt046302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02313095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02313095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt040885
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040885
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02313095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02313095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt038718
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038718
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0213426
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueSubtotalAmt01020106
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS FROM ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS FOR WESTBROOK RESIDENTS AND A VARIETY OF OTHER COMMUNITY PROJECTS. ALL EARNINGS ARE RESTRICTED TO USES THAT BENEFIT RESIDENTS OF THE TOWN OF WESTBROOK.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalExpensesPerForm990Amt0213426
IRS990ScheduleD/TotalRevenuePerForm990Amt01020106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01020106
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0213426
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt072150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt067
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
IRS990ScheduleI/RecipientTable/CashGrantAmt311138
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FINANCIAL ASSISTANCE FOR STARTUP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Camp Hazen YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SHORELINE BUDDY BASEBALL CHAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SHORELINE SOUP KITCHENS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3TOWN OF WESTBROOK
IRS990ScheduleI/RecipientTable/RecipientEIN0060860014
IRS990ScheduleI/RecipientTable/RecipientEIN1562463056
IRS990ScheduleI/RecipientTable/RecipientEIN2061412728
IRS990ScheduleI/RecipientTable/RecipientEIN3066002123
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0204 West Main Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 212
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 804
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3866 BOSTON POST ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Chester CT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WESTBROOK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ESSEX
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WESTBROOK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CT

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$1.01$0.68$0.32
2023Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.44$0.55$0.11
2022Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.73$0.69$0.05
2021Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$1.49$0.65$0.85
2020Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.50$0.58$0.92
2019Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.69$0.44$0.25
2018Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$2.07$0.29$1.78
2017Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.55$0.38$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.35$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.22$0.37$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.02$0.21$0.81
2013Summary only. Only limited summary data is available for this year.$4.26$0.00$4.26$0.45$0.21$0.24
2012Summary only. Only limited summary data is available for this year.$4.02$0.00$4.02$0.28$0.23$0.05
2011Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$0.24$0.19$0.05