Civic Intelligence

John C and Bernice a Rieg Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 22-2796673

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

One Constitution PlazaHartford, CT 06103-1919

(860) 251-5000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-6.0%

Higher net margin than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,243,104

Down $8,828 (-0.4%) from 2017

Net Assets

Down

$2,243,104

Down $8,828 (-0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$153,053

Down $26,209 (-15%) from 2017

Expenses

Up

$162,206

Up $9,822 (+6.4%) from 2017

Net Income

Down

-$9,153

Down $36,031 (-134%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,057,187Liabilities 2010: $0Net Assets 2010: $2,057,1872010Assets 2011: $2,038,292Liabilities 2011: $0Net Assets 2011: $2,038,2922011Assets 2012: $1,987,984Liabilities 2012: $0Net Assets 2012: $1,987,9842012Assets 2013: $1,984,355Liabilities 2013: $02013Assets 2014: $2,087,120Liabilities 2014: $02014Assets 2015: $2,330,566Liabilities 2015: $0Net Assets 2015: $2,330,5662015Assets 2016: $2,225,417Liabilities 2016: $0Net Assets 2016: $2,225,4172016Assets 2017: $2,251,932Liabilities 2017: $0Net Assets 2017: $2,251,9322017Assets 2018: $2,243,104Liabilities 2018: $0Net Assets 2018: $2,243,1042018Assets 2019: $2,333,175Liabilities 2019: $0Net Assets 2019: $2,333,1752019Assets 2020: $2,388,820Liabilities 2020: $0Net Assets 2020: $2,388,8202020Assets 2021: $2,428,689Liabilities 2021: $0Net Assets 2021: $2,428,6892021Assets 2022: $2,511,499Liabilities 2022: $0Net Assets 2022: $2,511,4992022Assets 2023: $2,461,779Liabilities 2023: $0Net Assets 2023: $2,461,7792023Assets 2024: $2,415,084Liabilities 2024: $0Net Assets 2024: $2,415,0842024

Highlighted filing

2018

Assets$2,243,104
Liabilities$0
Net Assets$2,243,104

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $101,2702010Expenses 2011: $121,8962011Expenses 2012: $122,4652012Revenue 2013: $153,983Expenses 2013: $157,612Net Income 2013: -$3,6292013Revenue 2014: $262,469Expenses 2014: $159,704Net Income 2014: $102,7652014Revenue 2015: $405,262Expenses 2015: $161,183Net Income 2015: $244,0792015Revenue 2016: $59,552Expenses 2016: $164,617Net Income 2016: -$105,0652016Revenue 2017: $179,262Expenses 2017: $152,384Net Income 2017: $26,8782017Revenue 2018: $153,053Expenses 2018: $162,206Net Income 2018: -$9,1532018Revenue 2019: $256,436Expenses 2019: $166,314Net Income 2019: $90,1222019Revenue 2020: $184,741Expenses 2020: $129,262Net Income 2020: $55,4792020Revenue 2021: $205,059Expenses 2021: $165,115Net Income 2021: $39,9442021Revenue 2022: $251,898Expenses 2022: $168,356Net Income 2022: $83,5422022Revenue 2023: $115,509Expenses 2023: $165,403Net Income 2023: -$49,8942023Revenue 2024: $137,369Expenses 2024: $183,872Net Income 2024: -$46,5032024

Highlighted filing

2018

Revenue$153,053
Expenses$162,206
Net Income-$9,153
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T BETTSPresident/Treasurer-$0--
LAURA ANN SMITH GRANDEVice President/Assit. Secr-$0--
BRYON W HARMONVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
John C & Bernice a Rieg Charitable
EIN
22-2796673
Phone
8602515000
Address
ONE CONSTITUTION PLAZA, HARTFORD, CT 06103-1919

Signing Officer

Name
James T Betts
Title
President
Phone
8602515000
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Shipman & Goodwin Llp
Address
ONE CONSTITUTION PLAZA, HARTFORD, CT 06103-1919
Preparer
Bryon W Harmon
Phone
8602515000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES T BETTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA ANN SMITH GRANDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRYON W HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/SECRETARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TUITION SCHOLARSHIPTUITION SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TUITION SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17TUITION SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20TUITION SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADELPHI UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BENTLEY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOSTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BROWN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CENTRAL CT STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5EAST CAROLINA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EASTERN CONNECTICUT STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FAIRFIELD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HARDING UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MANCHESTER COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MASSACHUSETTS COLLEGE OF LIBERAL ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11MERCY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12NORTHEASTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13QUINNIPIAC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14REED COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15RENSSELAER POLYTECHNIC INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16TEMPLE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18UNIVERSITY OF MARYLAND - BALTIMORE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19UNIVERSITY OF NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20UNIVERSITY OF ST JOSEPH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21WAGNER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22WORCESTER POLYTECHNIC INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PUBLIC CHARITY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.14$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.25$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.21$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.18$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.26$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.15$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.06$0.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.41$0.16$0.24
2014Summary only. Only limited summary data is available for this year.$2.09$0.00$0.26$0.16$0.10
2013Summary only. Only limited summary data is available for this year.$1.98$0.00$0.15$0.16$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10