Civic Intelligence

Holstein Foundation

990PF • Fiscal year 2019 • EIN 23-7012134

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 08, 2020

12 Roosevelt AvenueMystic, CT 06355

(860) 572-8515

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-210%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.2%

Faster asset growth than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

0.0%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$480,094

Down $41,057 (-7.9%) from 2017

Net Assets

Down

$480,094

Down $41,055 (-7.9%) from 2017

Liabilities

Down

$0

Down $2 (-100%) from 2017

Revenue

Up

$9,936

Up $1,858 (+23%) from 2017

Expenses

Up

$30,800

Up $1,551 (+5.3%) from 2017

Net Income

Up

-$20,864

Up $307 (+1.5%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $612,880Liabilities 2013: $1,046Net Assets 2013: $611,8342013Assets 2014: $585,704Liabilities 2014: $0Net Assets 2014: $585,7042014Assets 2016: $542,320Liabilities 2016: $0Net Assets 2016: $542,3202016Assets 2017: $521,151Liabilities 2017: $2Net Assets 2017: $521,1492017Assets 2019: $480,094Liabilities 2019: $0Net Assets 2019: $480,0942019Assets 2020: $457,539Liabilities 2020: $0Net Assets 2020: $457,5392020Assets 2021: $440,134Liabilities 2021: $0Net Assets 2021: $440,1342021Assets 2022: $410,718Liabilities 2022: $0Net Assets 2022: $410,7182022Assets 2024: $359,187Liabilities 2024: $0Net Assets 2024: $359,1872024

Highlighted filing

2019

Assets$480,094
Liabilities$0
Net Assets$480,094

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2013: $13,326Expenses 2013: $27,999Net Income 2013: -$14,6732013Revenue 2014: $4,645Expenses 2014: $30,775Net Income 2014: -$26,1302014Revenue 2016: $7,881Expenses 2016: $28,750Net Income 2016: -$20,8692016Revenue 2017: $8,078Expenses 2017: $29,249Net Income 2017: -$21,1712017Revenue 2019: $9,936Expenses 2019: $30,800Net Income 2019: -$20,8642019Revenue 2020: $0Expenses 2020: $22,555Net Income 2020: -$22,5552020Revenue 2021: $10,942Expenses 2021: $28,347Net Income 2021: -$17,4052021Revenue 2022: $0Expenses 2022: $29,416Net Income 2022: -$29,4162022Revenue 2024: $15,334Expenses 2024: $28,584Net Income 2024: -$13,2502024

Highlighted filing

2019

Revenue$9,936
Expenses$30,800
Net Income-$20,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 8, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HOLSTEINTrustee-$0--
JILL BACHTrustee-$0--
BRUCE HOLSTEINTrustee-$0--
EDWARD STAMBOVSKYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Holstein Foundation
EIN
23-7012134
Phone
8605728515
Address
12 Roosevelt Avenue, Mystic, CT 06355

Signing Officer

Name
John Holstein
Title
Trustee
Signed
2020-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Nicholas LaPier CPA PC
Address
71 Park Ave, W Springfield, MA 01089
Preparer
Edward Stambovsky
Phone
4137320200
Raw XML Appendix335 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 COOGAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt162 GREENMANVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22 HARTFORD SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 ENDERS ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt425 WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51050 KINGS HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 HARRY AUSTIN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt794 OLD MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8263 ALLEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt975 GREENMANVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MYSTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MYSTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MYSTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WESTERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHERRY HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MYSTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MYSTIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402891
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd801109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd906355
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024059
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021418
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0866
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032192
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08133
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013847
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/CategoryTxt0federal tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt092
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holstein Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOLS
ReturnHeader/Filer/EIN0237012134
ReturnHeader/Filer/PhoneNum08605728515
ReturnHeader/Filer/USAddress/AddressLine1Txt012 Roosevelt Avenue
ReturnHeader/Filer/USAddress/CityNm0Mystic
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006355
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00A380E7DDD7C4484A5470842C984FF75108F8F4B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F1C69BC96A4AE2A11A0EC68055253ECC4CF814D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.212.11.225
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:53:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicholas LaPier CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt071 Park Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0W Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001089
ReturnHeader/PreparerPersonGrp/PhoneNum04137320200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward Stambovsky
ReturnHeader/ReturnTs02020-11-08T08:29:03-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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