Civic Intelligence

Connecticut Hezekiah Beardsley Chapter

990 • Fiscal year 2014 • EIN 22-2908719

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

104 Hungerford Street06106

(860) 525-9738

Siviq Scores

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

Liabilities / Assets

100th percentile

15.21x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

0.67x

Higher debt load relative to revenue than 96% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$83,056

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 79.9% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-43%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$4,555

Down $3,498 (-43%) from 2013

Net Assets

Down

-$64,725

Down $27,059 (-72%) from 2013

Liabilities

Up

$69,280

Up $23,561 (+52%) from 2013

Revenue

$103,930

No earlier filing loaded for comparison.

Expenses

Down

$130,989

Down $46,462 (-26%) from 2013

Net Income

-$27,059

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50K-$100KAssets 2011: $12,698Liabilities 2011: $22,338Net Assets 2011: -$9,6402011Assets 2012: $13,482Liabilities 2012: $4,485Net Assets 2012: $8,9972012Assets 2013: $8,053Liabilities 2013: $45,719Net Assets 2013: -$37,6662013Assets 2014: $4,555Liabilities 2014: $69,280Net Assets 2014: -$64,7252014Assets 2015: $11,715Liabilities 2015: $91,164Net Assets 2015: -$79,4492015Assets 2016: $1,700Liabilities 2016: $81,3572016Assets 2017: $4,403Liabilities 2017: $22,0072017Assets 2018: $8,433Liabilities 2018: $02018Assets 2021: $15,870Liabilities 2021: $2,775Net Assets 2021: $13,0952021Assets 2022: $22,198Liabilities 2022: $02022Assets 2023: $28,334Liabilities 2023: $0Net Assets 2023: $28,3342023Assets 2024: $38,668Liabilities 2024: $1,510Net Assets 2024: $37,1582024

Highlighted filing

2014

Assets$4,555
Liabilities$69,280
Net Assets-$64,725

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $74,851Expenses 2011: $111,699Net Income 2011: -$36,8482011Expenses 2012: $114,9242012Expenses 2013: $177,4512013Revenue 2014: $103,930Expenses 2014: $130,989Net Income 2014: -$27,0592014Revenue 2015: $90,380Expenses 2015: $105,104Net Income 2015: -$14,7242015Revenue 2016: $90,450Expenses 2016: $90,658Net Income 2016: -$2082016Revenue 2017: $96,297Expenses 2017: $34,244Net Income 2017: $62,0532017Revenue 2018: $82,029Expenses 2018: $55,992Net Income 2018: $26,0372018Revenue 2021: $99,984Expenses 2021: $78,405Net Income 2021: $21,5792021Revenue 2022: $144,167Expenses 2022: $135,064Net Income 2022: $9,1032022Revenue 2023: $101,434Expenses 2023: $95,298Net Income 2023: $6,1362023Revenue 2024: $111,493Expenses 2024: $102,669Net Income 2024: $8,8242024

Highlighted filing

2014

Revenue$103,930
Expenses$130,989
Net Income-$27,059
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$120,733
Mission and Program Overview

Mission

Promotion of immunization and

Promotion of immunization and children's health development programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$798$1,550▲ $752
Prepaid Expenses and Deferred Charges$1,653$1,533▼ $120
Land, Buildings, and Equipment, Net$2,357$1,272▼ $1,085
Cash and Non-Interest-Bearing Accounts$3,245$200▼ $3,045
Total Assets$8,053$4,555▼ $3,498
Liabilities
Other Liabilities$45,719$69,280▲ $23,561
Total Liabilities$45,719$69,280▲ $23,561
Net Assets / Fund Balance
Unrestricted Net Assets$-37,666$-64,725▼ $27,059
Total Net Assets Fund Balance$-37,666$-64,725▼ $27,059
Total Liabilities and Net Assets / Fund Balance$8,053$4,555▼ $3,498

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,272$8,127$9,399
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jillian WoodExecutive DirectorPT$25,800$57,256$83,056

Board Members and Trustees

NameTitle
Anton Alerte MdPresident-Elect
Sandra Carbonari Welsh MdPresident-Elect
Andrew Carlson MdMember at Large
CLIFF O'CALLAHAN MDMember at Large
Catherine Wiley MdMember at Large
Charles Thompson MdMember at Large
Douglas Idelson MdMember at Large
M Alex Geertsma MdMember at Large
Raul Arguelo MdMember at Large
Robert Dudley MdMember at Large
Scott Schoem MdMember at Large
Alanna Coughlin MdSecretary
Katherine Marinelli Barmberger MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,625
Program Service Revenue
$12,305
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,100
Change in Net Assets
$-27,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,234
Salaries, Compensation, and Employee Benefits$37,755
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$22,560$5,640$0$28,200
Fees for Services Lobbying$27,062$0$0$27,062
Occupancy$5,655$13,935$0$19,590
Fees for Services Other$2,098$17,273$0$19,371
Conferences and Meetings$10,853$0$0$10,853
Other Salaries and Wages$0$6,428$0$6,428
Office Expenses$2,637$1,516$0$4,153
Payroll Taxes$2,005$1,122$0$3,127
Insurance$0$2,239$0$2,239
Other Expenses$843$842$0$1,685
Fees for Services Accounting$0$1,350$0$1,350
Information Technology$1,174$0$0$1,174
Depreciation Depletion$0$1,085$0$1,085
Travel$667$68$0$735
Fees for Services Legal$0$399$0$399
Interest$0$138$0$138
Total Functional Expenses$78,954$52,035$0$130,989
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$27,062
Total Nondeductible Lobbying and Political Cost$27,062
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Foundation for Children (Affiliate)$66,516
Bank Overdraft$2,264
Tenant Deposit$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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
Filing and Contact Details

Filer

EIN
22-2908719
Phone
8605259738

Signing Officer

Name
Jillian Wood
Title
Executive Director
Phone
8605259738
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jillian Wood
Formed
1974
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
75

Preparer

Preparer
William Clark
Phone
8602473917
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The Organization, an association of over 800 member, is established

Pt VI, Line 6

as an affiliate of the National American Academy of Pediatrics.

Pt VI, Line 7A

All members are invited to become active in the Organization, to

Pt VI, Line 7A

participate in activities and attend the Annual meeting to vote on the

Pt VI, Line 7A

election of the governing body. All members have equal voting rights.

Pt VI, Line 8B

Committes do not have authority to act on behalf of the governing body.

Pt VI, Line 11B

A copy of the Organization's completed Form 990 is emailed

Pt VI, Line 11B

to board members for their review and approval prior to filing it.

Pt VI, Line 19

Because the Organization does not have regular office hours,

Pt VI, Line 19

its governing documents and financial statements are available

Pt VI, Line 19

for viewing by appointment.

Pt VIII

The Organization leases office space and unused offices are rented out.

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IRS990/OtherExpensesGrp/ProgramServicesAmt1843
IRS990/OtherExpensesGrp/TotalAmt03400
IRS990/OtherExpensesGrp/TotalAmt11685
IRS990/OtherLiabilitiesGrp/BOYAmt045719
IRS990/OtherLiabilitiesGrp/EOYAmt069280
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06428
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt06428
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0798
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01550
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01122
IRS990/PayrollTaxesGrp/ProgramServicesAmt02005
IRS990/PayrollTaxesGrp/TotalAmt03127
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01653
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01533
IRS990/PrincipalOfficerNm0JILLIAN WOOD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Fees
IRS990/ProgramServiceRevenueGrp/Desc1Reimbursements
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11995
IRS990/ProgSrvcAccomActy2Grp/Desc0TEEN DRIVING PROGRAM. THE GOAL IS TO PROVIDE EQUIPMENT AND SOFTWARE APPLICATIONS FOR USE IN PEDIATRIC OFFICES, WHEREBY MEDICAL CARETAKERS BECOME PARTNERS IN REINFORCING SAFE DRIVING HABITS. SOME PHYSICIANS ATTENDED A MEETING TO LEARN MORE ABOUT THE PROGRAM'S BENEFITS. TABLETS LOADED WITH TEEN DRIVING APPLICATIONS FOR USE BY TEENS WERE DISTRIBUTED TO PEDIATRIC PRACTICES TO EDUCATE TEENS ON THE NEW GRADUATED DRIVERS LICENSING AS WELL AS SAFETY TIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0119811
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0134218
IRS990/PYProgramServiceRevenueAmt010977
IRS990/PYRevenuesLessExpensesAmt0-46663
IRS990/PYSalariesCompEmpBnftPaidAmt043233
IRS990/PYTotalExpensesAmt0177451
IRS990/PYTotalRevenueAmt0130788
IRS990/QuidProQuoContributionsInd0false
IRS990/ReconcilationRevenueExpnssAmt0-27059
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012305
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt087525
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt027062
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt027062
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt027062
IRS990ScheduleD/EquipmentGrp/BookValueAmt01272
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08127
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09399
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02264
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt166516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Bank Overdraft
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Foundation for Children (Affiliate)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Tenant Deposit
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01272
IRS990ScheduleD/TotalLiabilityAmt069280
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization, an association of over 800 member, is established
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1as an affiliate of the National American Academy of Pediatrics.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All members are invited to become active in the Organization, to
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3participate in activities and attend the Annual meeting to vote on the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4election of the governing body. All members have equal voting rights.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Committes do not have authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A copy of the Organization's completed Form 990 is emailed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7to board members for their review and approval prior to filing it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Because the Organization does not have regular office hours,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9its governing documents and financial statements are available
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10for viewing by appointment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The Organization leases office space and unused offices are rented out.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VIII
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Foundation For Children Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061302883
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHILDREN'S HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10104 Hungerford Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Hartford
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode006106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027809
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16828
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Amount Expended
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Amount Repaid
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Foundation For Children Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11Foundation For Children Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

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