Civic Intelligence

Newstead Foundation

990PF • Fiscal year 2023 • EIN 22-6054885

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile
PO Box 164Old Saybrook, CT 06475

(540) 729-1261

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

54th percentile

2.9%

Faster asset growth than 54% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$904,668

Up $25,748 (+2.9%) from 2022

Net Assets

Up

$904,668

Up $25,748 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin83rd percentile

Revenue

Down

$32,967

Down $120,732 (-79%) from 2022

Expenses

Down

$21,919

Down $137,119 (-86%) from 2022

Net Income

Up

$11,048

Up $16,387 (+307%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $942,885Liabilities 2011: $02011Assets 2012: $971,971Liabilities 2012: $02012Assets 2013: $968,793Liabilities 2013: $02013Assets 2014: $1,047,112Liabilities 2014: $02014Assets 2019: $900,664Liabilities 2019: $02019Assets 2020: $807,879Liabilities 2020: $0Net Assets 2020: $807,8792020Assets 2021: $885,224Liabilities 2021: $0Net Assets 2021: $885,2242021Assets 2022: $878,920Liabilities 2022: $0Net Assets 2022: $878,9202022Assets 2023: $904,668Liabilities 2023: $0Net Assets 2023: $904,6682023Assets 2024: $792,698Liabilities 2024: $20,000Net Assets 2024: $772,6982024

Highlighted filing

2023

Assets$904,668
Liabilities$0
Net Assets$904,668
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $118,090Expenses 2011: $77,096Net Income 2011: $40,9942011Revenue 2012: $103,092Expenses 2012: $72,201Net Income 2012: $30,8912012Revenue 2013: $123,481Expenses 2013: $126,659Net Income 2013: -$3,1782013Revenue 2014: $263,579Expenses 2014: $185,250Net Income 2014: $78,3292014Revenue 2019: $98,521Expenses 2019: $99,976Net Income 2019: -$1,4552019Revenue 2020: $41,977Expenses 2020: $118,092Net Income 2020: -$76,1152020Revenue 2021: $164,122Expenses 2021: $111,489Net Income 2021: $52,6332021Revenue 2022: $153,699Expenses 2022: $159,038Net Income 2022: -$5,3392022Revenue 2023: $32,967Expenses 2023: $21,919Net Income 2023: $11,0482023Revenue 2024: -$37,905Expenses 2024: $94,006Net Income 2024: -$131,9112024

Highlighted filing

2023

Revenue$32,967
Expenses$21,919
Net Income$11,048
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON F ROBITAILLETrustee-$0--
DIANA J FIRESTONEDirector-$0--
RICHARD F PAPPALARDOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Newstead Foundation
EIN
22-6054885
Phone
5407291261
Address
PO BOX 164, OLD SAYBROOK, CT 06475

Signing Officer

Name
Alison F Robitaille
Title
Trustee
Phone
5407291261
Signed
2024-10-30

Preparer

Firm
Brodeur & Company Cpas Pc
Address
10 SPRINGBROOK RD, OLD SAYBROOK, CT 06475
Preparer
Donald S Brodeur Jr
Phone
8603884627
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.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-175293
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALISON F ROBITAILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANA J FIRESTONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD F PAPPALARDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014943 HORSESHOE TRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O PWC LLP 655 NEW YORK AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt242754 AUTUMN DAY TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WELLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BRAMBLETON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035557
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016126
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0163791
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0208563
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0300
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt011000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1919
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1919
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1919
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0926
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FIDUCIARY TRUST INTERNATIONAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0926
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0926
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON F ROBITAILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05407291261
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWSTEAD FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRODEUR & COMPANY CPAS
ReturnHeader/Filer/BusinessNameControlTxt0NEWS
ReturnHeader/Filer/EIN0226054885
ReturnHeader/Filer/PhoneNum05407291261
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 164
ReturnHeader/Filer/USAddress/CityNm0OLD SAYBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006475
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060885645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRODEUR & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 SPRINGBROOK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLD SAYBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006475
ReturnHeader/PreparerPersonGrp/PhoneNum08603884627
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD S BRODEUR JR
ReturnHeader/ReturnTs02024-11-12T08:24:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$904,668
Liabilities
$0
Net assets
$904,668
Revenue
$32,967
Expenses
$21,919
Net income
$11,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.04$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.15$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.12$0.08
2019Summary only. Only limited summary data is available for this year.$0.90$0.00$0.10$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$0.26$0.19$0.08
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.12$0.13$0.00
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$0.10$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.12$0.08$0.04