Civic Intelligence

James J Capone Charitable Foundation

990PF • Fiscal year 2019 • EIN 26-1500381

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 15, 2019

Organization Profile
27 Tall Timbers DriveFarmington, CT 06032

(860) 674-9875

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

1.61x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-125%

Higher net margin than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$57,605

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$9,141,355

Up $429,433 (+4.9%) from 2018

Net Assets

Up

$8,709,549

Up $394,884 (+4.7%) from 2018

Liabilities

Up

$431,806

Up $34,549 (+8.7%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin5th percentile

Revenue

Up

$268,539

Up $139,071 (+107%) from 2018

Expenses

Up

$604,217

Up $40,746 (+7.2%) from 2018

Net Income

Up

-$335,678

Up $98,325 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $6,937,603Liabilities 2016: $217,732Net Assets 2016: $6,719,8712016Assets 2018: $8,711,922Liabilities 2018: $397,257Net Assets 2018: $8,314,6652018Assets 2019: $9,141,355Liabilities 2019: $431,806Net Assets 2019: $8,709,5492019Assets 2020: $10,805,276Liabilities 2020: $480,530Net Assets 2020: $10,324,7462020Assets 2021: $14,001,358Liabilities 2021: $480,530Net Assets 2021: $13,520,8282021Assets 2022: $12,591,240Liabilities 2022: $390,232Net Assets 2022: $12,201,0082022Assets 2023: $13,657,877Liabilities 2023: $478,805Net Assets 2023: $13,179,0722023Assets 2024: $15,865,212Liabilities 2024: $721,860Net Assets 2024: $15,143,3522024Assets 2025: $16,921,722Liabilities 2025: $780,511Net Assets 2025: $16,141,2112025

Highlighted filing

2019

Assets$9,141,355
Liabilities$431,806
Net Assets$8,709,549
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: $182,962Expenses 2016: $326,585Net Income 2016: -$143,6232016Revenue 2018: $129,468Expenses 2018: $563,471Net Income 2018: -$434,0032018Revenue 2019: $268,539Expenses 2019: $604,217Net Income 2019: -$335,6782019Revenue 2020: $789,945Expenses 2020: $666,827Net Income 2020: $123,1182020Revenue 2021: $339,607Expenses 2021: $722,097Net Income 2021: -$382,4902021Revenue 2022: $833,382Expenses 2022: $662,963Net Income 2022: $170,4192022Revenue 2023: $159,509Expenses 2023: $727,034Net Income 2023: -$567,5252023Revenue 2024: $508,758Expenses 2024: $1,026,535Net Income 2024: -$517,7772024Revenue 2025: $1,345,308Expenses 2025: $1,098,674Net Income 2025: $246,6342025

Highlighted filing

2019

Revenue$268,539
Expenses$604,217
Net Income-$335,678
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW TROYTrustee-$57,605-$57,605
MICHAEL TROYTrustee-$57,605-$57,605
SAMANTHA TROYTrustee-$57,604-$57,604
LISA B TROYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James J Capone Charitable Foundati
EIN
26-1500381
Phone
8606749875
Address
27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032

Signing Officer

Name
Lisa B Troy
Title
Trustee
Signed
2019-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Palmer Latko Ledas Page LLC
Address
20 TOWER LANE SUITE 305, AVON, CT 06001-4212
Preparer
Gary C Palmer CPA
Phone
8606771000
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0190885
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt077476
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0178
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0268539
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0268539
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt05035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05035
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt077476
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0172814
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0172814
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0172814
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0425566
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0425566
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0190885
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0190885
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-335678
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0438795
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt077476
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt095725
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0802
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0178651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0425566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0172814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0604217

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,141,355
Liabilities
$431,806
Net assets
$8,709,549
Revenue
$268,539
Expenses
$604,217
Net income
-$335,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.9$0.78$16.1$1.35$1.10$0.25
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.72$15.1$0.51$1.03$0.52
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.48$13.2$0.16$0.73$0.57
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.39$12.2$0.83$0.66$0.17
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.48$13.5$0.34$0.72$0.38
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.48$10.3$0.79$0.67$0.12
2019Detailed filing. Detailed filing data is available for this year.$9.14$0.43$8.71$0.27$0.60$0.34
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.40$8.31$0.13$0.56$0.43
2016Detailed filing. Detailed filing data is available for this year.$6.94$0.22$6.72$0.18$0.33$0.14