Civic Intelligence

The Bulkeley Alumni - Harold J Arkava Foundation Inc

990 • Fiscal year 2014 • EIN 22-2580048

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

Organization ProfileN/A
PO Box 106320

(860) 443-2445

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)7 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

45%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Asset Growth

70th percentile

4.4%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-10%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$1,079,493

Up $45,018 (+4.4%) from 2013

Net Assets

Up

$1,079,493

Up $45,018 (+4.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin94th percentile

Revenue

Down

$99,412

Down $11,319 (-10%) from 2013

Expenses

Down

$54,394

Down $4,113 (-7.0%) from 2013

Net Income

Down

$45,018

Down $7,206 (-14%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $922,497Liabilities 2011: $0Net Assets 2011: $922,4972011Assets 2012: $982,251Liabilities 2012: $0Net Assets 2012: $982,2512012Assets 2013: $1,034,475Liabilities 2013: $0Net Assets 2013: $1,034,4752013Assets 2014: $1,079,493Liabilities 2014: $0Net Assets 2014: $1,079,4932014Assets 2015: $1,136,865Liabilities 2015: $0Net Assets 2015: $1,136,8652015Assets 2016: $1,177,442Liabilities 2016: $0Net Assets 2016: $1,177,4422016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$1,079,493
Liabilities$0
Net Assets$1,079,493
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $103,525Expenses 2011: $58,985Net Income 2011: $44,5402011Revenue 2012: $120,039Expenses 2012: $60,285Net Income 2012: $59,7542012Revenue 2013: $110,731Expenses 2013: $58,507Net Income 2013: $52,2242013Revenue 2014: $99,412Expenses 2014: $54,394Net Income 2014: $45,0182014Revenue 2015: $112,129Expenses 2015: $54,757Net Income 2015: $57,3722015Revenue 2016: $100,670Expenses 2016: $60,093Net Income 2016: $40,5772016Revenue 2017: $195,832Expenses 2017: $1,373,274Net Income 2017: -$1,177,4422017

Highlighted filing

2014

Revenue$99,412
Expenses$54,394
Net Income$45,018
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$296,844
Mission and Program Overview

Mission

To provide partial college scholarships tolineal descendents of former bulkeley students.

Provides partial college scholarships tolineal descendents of former bulkeley students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,034,475$1,079,493▲ $45,018
Investments Other Securities$988,966$1,045,395▲ $56,429
Cash and Non-Interest-Bearing Accounts$43,753$31,517▼ $12,236
Savings and Temporary Cash Investments$1,756$2,581▲ $825
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,034,475$1,079,493▲ $45,018
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,034,475$1,079,493▲ $45,018
Total Liabilities and Net Assets / Fund Balance$1,034,475$1,079,493▲ $45,018

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,045,395--
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Robert L SinagraPresident
Donald W SlateDirector
Harold J ArkavaSecy/treas/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$41,555
Program Service Revenue
$0
Investment Income
$57,857
Other Revenue
$0
All Other Contributions
$36,187
Change in Net Assets
$45,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,800
Other Expenses$7,594
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$46,800
Fees for Services Other---$3,450
Office Expenses---$2,684
Fees for Services Accounting---$1,460
Total Functional Expenses$0$0$0$54,394
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Meeting minutes are not required to be documented.”

Form 990, Part VI, Section A, Line 8B

“Meeting minutes are not required to be documented.”

Form 990, Part VI, Section B, Line 11

“Reviewed and approved by directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

EIN
22-2580048
Phone
8604432445

Signing Officer

Name
Harold J Arkava
Title
Secretary/treasurer/director
Phone
8604432445
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold J Arkava
Formed
1986
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Matthew J Nick Esq
Phone
8604424373
Raw XML Appendix268 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt036187
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IRS990/BooksInCareOfDetail/PhoneNum08604432445
IRS990/BooksInCareOfDetail/USAddress/AddressLine1010 BULKELEY PLACE
IRS990/BooksInCareOfDetail/USAddress/City0NEW LONDON
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006320
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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECY/TREAS/DIR
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IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt04022
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt046800
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0201454
IRS990/GrossReceiptsAmt0296844
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt053835
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0988966
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01045395
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01034475
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04022
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02684
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING MINUTES ARE NOT REQUIRED TO BE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED AND APPROVED BY DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD J ARKAVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08604432445
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BULKELEY ALUMNI -
ReturnHeader/Filer/BusinessName/BusinessNameLine20HAROLD J ARKAVA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BULK
ReturnHeader/Filer/EIN0222580048
ReturnHeader/Filer/PhoneNum08604432445
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ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006320
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10125 EUGENE ONEILL DR STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW LONDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006320
ReturnHeader/PreparerPersonGrp/PhoneNum08604424373
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J NICK ESQ
ReturnHeader/ReturnTs02014-11-11T13:49:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,079,493
Liabilities
$0
Net assets
$1,079,493
Revenue
$99,412
Expenses
$54,394
Net income
$45,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$1.37$1.18
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.11$0.05$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.05$0.05
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.11$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.12$0.06$0.06
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.10$0.06$0.04