Civic Intelligence

New Haven County Bar Foundation Inc

990EZ • Fiscal year 2021 • EIN 22-3014805

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

Organization Profilewww.newhavenbar.org
PO Box 1441New Haven, CT 06506

(203) 562-9652

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

2.18x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.5%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$123,307

Up $600 (+0.5%) from 2020

Net Assets

Up

$122,000

Up $600 (+0.5%) from 2020

Liabilities

Flat

$1,307

Flat from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet MarginScore unavailable

Revenue

Down

$600

Down $17,654 (-97%) from 2020

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$123,307
Liabilities$1,307
Net Assets$122,000
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$600
Expenses-
Net Income-
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.0
Gross Receipts
$600
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 support various Sec. 501(c)(3) charitable non-profit organizations in the Greater New Haven, Connecticut region. See list of grants.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosalie LewisPresident Elect-$0--
Kevin CasiniPresident-$0--
Clifford GarnettTreasurer-$0--
Michael LeonePast President-$0--
Filing and Contact Details

Filer

Filer Name
New Haven County Bar Foundation Inc
EIN
22-3014805
Phone
2035629652
Address
PO Box 1441, New Haven, CT 06506

Signing Officer

Name
Rosalie Lewis
Title
President
Signed
2022-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
255 Route 80 - PO Box 698, Killingworth, CT 06419
Preparer
Kevin J Buckley CPA
Phone
8606631190
Supplemental Narrative

Additional Explanations

Total Liabilities.1

“Due to NHCBA - Beginning $1307 Due to NHCBA - Ending $1307”

Raw XML Appendix142 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/PersonNm0Kevin Casini
IRS990EZ/BooksInCareOfDetail/PhoneNum02035629652
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1441
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Haven
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122707
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0600
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0600
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0600
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122000
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rosalie Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kevin Casini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Clifford Garnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michael Leone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grants to support various Sec. 501(c)(3) charitable non-profit organizations in the Greater New Haven, Connecticut region. See list of grants.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01307
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01307
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt0600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.newhavenbar.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073616
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01584
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07457
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013859
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016614
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012569
IRS990ScheduleA/OtherIncome170Grp/TotalAmt055092
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54060
IRS990ScheduleA/PublicSupportPY170Pct00.53460
IRS990ScheduleA/PublicSupportTotal170Amt073616
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022029
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021626
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073616
IRS990ScheduleA/TotalSupportAmt0136165
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Due to NHCBA - Beginning $1307 Due to NHCBA - Ending $1307
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosalie Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New Haven County Bar Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0223014805
ReturnHeader/Filer/PhoneNum02035629652
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1441
ReturnHeader/Filer/USAddress/CityNm0New Haven
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Novak Francella LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 Route 80 - PO Box 698
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Killingworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006419
ReturnHeader/PreparerPersonGrp/PhoneNum08606631190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin J Buckley CPA
ReturnHeader/ReturnTs02022-08-15T12:22:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rosalie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lewis
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,307
Liabilities
$1,307
Net assets
$122,000
Revenue
$600
Expenses
-
Net income
-
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