Civic Intelligence

New Haven County Bar Foundation Inc

990EZ • Fiscal year 2014 • EIN 22-3014805

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 20, 2015

Organization Profilewww.newhavenbar.org
171 Orange Street06510

(203) 562-9652

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,359

Up $7,762 (+8.0%) from 2013

Net Assets

Up

$105,359

Up $7,762 (+8.0%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$44,697

Up $11,854 (+36%) from 2013

Expenses

Up

$43,709

Up $5,452 (+14%) from 2013

Net Income

Up

$988

Up $6,402 (+118%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2010: $68,969Liabilities 2010: $615Net Assets 2010: $68,3542010Assets 2011: $71,518Net Assets 2011: $71,5182011Assets 2012: $96,060Net Assets 2012: $96,0602012Assets 2013: $97,597Net Assets 2013: $97,5972013Assets 2014: $105,359Net Assets 2014: $105,3592014Assets 2015: $92,246Net Assets 2015: $92,2462015Assets 2016: $89,715Net Assets 2016: $89,7152016Assets 2017: $99,460Net Assets 2017: $99,4602017Assets 2018: $108,390Net Assets 2018: $108,3902018Assets 2019: $125,224Net Assets 2019: $125,2242019Assets 2020: $122,707Liabilities 2020: $1,307Net Assets 2020: $121,4002020Assets 2021: $123,307Liabilities 2021: $1,307Net Assets 2021: $122,0002021

Highlighted filing

2014

Assets$105,359
Liabilities-
Net Assets$105,359
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $34,480Expenses 2010: $26,276Net Income 2010: $8,2042010Revenue 2011: $35,170Expenses 2011: $36,375Net Income 2011: -$1,2052011Revenue 2012: $44,572Expenses 2012: $24,665Net Income 2012: $19,9072012Revenue 2013: $32,843Expenses 2013: $38,257Net Income 2013: -$5,4142013Revenue 2014: $44,697Expenses 2014: $43,709Net Income 2014: $9882014Revenue 2015: $38,219Expenses 2015: $53,850Net Income 2015: -$15,6312015Revenue 2016: $32,560Expenses 2016: $38,724Net Income 2016: -$6,1642016Revenue 2017: $35,779Expenses 2017: $37,226Net Income 2017: -$1,4472017Revenue 2018: $40,141Expenses 2018: $40,683Net Income 2018: -$5422018Revenue 2019: $41,391Expenses 2019: $28,995Net Income 2019: $12,3962019Revenue 2020: $18,254Expenses 2020: $27,290Net Income 2020: -$9,0362020Revenue 2021: $6002021

Highlighted filing

2014

Revenue$44,697
Expenses$43,709
Net Income$988
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 20, 2015
Return Version
2013v4.0
Gross Receipts
$64,690
Mission and Program Overview

Mission

The New Haven County Bar Foundation exists to maintain the honor and dignity of the profession of the law; to promote legal science and the administration of justice; to promote the efficiency and integrity of the judicial process; to establish and/or provide for organized entities or facilities for the furnishing of legal services to all citizens; and to apply its knowledge and experience in the field of law to the promotion of the public good.

Program Services

DescriptionGrantsExpenses
Provided grants to various charitable non-profit organizations in the Greater New Haven, Connecticut region. See list of grants.$504$26,748
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia BaldiniExecutive Direc-$0--
Jennifer DelmonicoSecretary-$0--
Shari-Lynn Cuomo ShoreVice President-$0--
Daniel BurnsPresident-$0--
Peter RaheTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,270$34,270$1,826$32,444
Total Events$34,270$34,270$17,101$17,169
Filing and Contact Details

Filer

EIN
22-3014805
Phone
2035629652

Signing Officer

Name
Julia Baldini
Title
Executive Director
Signed
2015-07-20
Discuss with paid preparer
Yes

Preparer

Preparer
Kevin J Buckley CPA
Phone
8606631190
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: General Support | Donee's Name: New Haven Home Recovery | Donee's Address: 153 East Street New Haven, CT 06511 | Relationship of Donee: NONE | Cash Amount Given: $11694”

Other Expenses.1002

“Office Expenses $360”

Other Expenses.1003

“Information Technology $1300”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2967”

Other Expenses.1

“Overhead NHCBA $10000”

Other Expenses.3

“Board and education Fees $504”

Other Expenses.4

“Dues $150”

Other Expenses.5

“Bank Fees $15”

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02035629652
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10171 Orange Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0New Haven
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode006510
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097597
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105359
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021014
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0988
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097597
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IRS990EZ/FundraisingGrossIncomeAmt042895
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026748
IRS990EZ/GrossReceiptsAmt064690
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0781
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097597
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097597
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julia Baldini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Delmonico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shari-Lynn Cuomo Shore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter Rahe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06774
IRS990EZ/OtherExpensesTotalAmt015296
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The New Haven County Bar Foundation exists to maintain the honor and dignity of the profession of the law; to promote legal science and the administration of justice; to promote the efficiency and integrity of the judicial process; to establish and/or provide for organized entities or facilities for the furnishing of legal services to all citizens; and to apply its knowledge and experience in the field of law to the promotion of the public good.
IRS990EZ/PrintingPublicationsPostageAmt0715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grants to various charitable non-profit organizations in the Greater New Haven, Connecticut region. See list of grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0504
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026748
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019993
IRS990EZ/SpecialEventsNetIncomeLossAmt022902
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043709
IRS990EZ/TotalProgramServiceExpensesAmt0504
IRS990EZ/TotalRevenueAmt044697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.newhavenbar.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0110173
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0730
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0615
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0557
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02458
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022902
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt021216
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014616
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt015052
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07564
IRS990ScheduleA/OtherIncome170Grp/TotalAmt081350
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56800
IRS990ScheduleA/PublicSupportPY170Pct00.63630
IRS990ScheduleA/PublicSupportTotal170Amt0110173
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021014
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029341
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029360
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0110173
IRS990ScheduleA/TotalSupportAmt0193981
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017101
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0420
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0420
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012355
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034270
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Liberty Bell Gala
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017169
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01826
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: General Support | Donee's Name: New Haven Home Recovery | Donee's Address: 153 East Street New Haven, CT 06511 | Relationship of Donee: NONE | Cash Amount Given: $11694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $2967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Overhead NHCBA $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board and education Fees $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Fees $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Baldini
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10New Haven County Bar Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0223014805
ReturnHeader/Filer/PhoneNum02035629652
ReturnHeader/Filer/USAddress/AddressLine10171 Orange Street
ReturnHeader/Filer/USAddress/City0New Haven
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Buckley Frame Boudreau & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10255 Route 80 - PO Box 698
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Killingworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006419
ReturnHeader/PreparerPersonGrp/PhoneNum08606631190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin J Buckley CPA
ReturnHeader/ReturnTs02015-07-21T04:57:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$105,359
Liabilities
-
Net assets
$105,359
Revenue
$44,697
Expenses
$43,709
Net income
$988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.21$0.18$0.27$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.41$0.29$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.40$0.41$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.36$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.33$0.39$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.38$0.54$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.45$0.44$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.98$0.33$0.38$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.45$0.25$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$0.35$0.36$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.01$0.68$0.34$0.26$0.08