Civic Intelligence

The Heather a Freeman Foundation

EIN 26-2763162 • 501(c)3 • Watertown, NY

Profile

The Foundation assists individuals in their pursuit through holding fundraising events throughout the year i.e., golf outing in the summer, dinner events in the fall/spring and a walk/run in the spring to raise money to give back to other non-profit organizations and needy individuals in the Watertown, New York community, as well as provide an annual scholarship at the Carthage Central High School, Carthage, New York in the foundation's name. In holding these fundraising events which, will be funded entirely by the general public and sponsorships by local businesses that the foundation can accumulate funds to give back to other local non-profits and organizations which will improve the overall local communities. All members of the Foundation assist on a volunteer basis only, no one is compensated for their assistance and all money raised through all activities will go back to local charities, scholarship awardees, and individuals in need.

PO Box 25Watertown, NY 13601

www.heatherafreemanfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-804%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-22%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-94%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$33,230

Down $9,618 (-22%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$33,230

Down $9,618 (-22%) from 2019

Revenue

Down

$1,196

Down $17,312 (-94%) from 2019

Expenses

Down

$10,814

Down $54,957 (-84%) from 2019

Net Income

Up

-$9,618

Up $37,645 (+80%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $79,920Liabilities 2014: $0Net Assets 2014: $79,9202014Assets 2015: $77,788Liabilities 2015: $0Net Assets 2015: $77,7882015Assets 2016: $79,512Liabilities 2016: $0Net Assets 2016: $79,5122016Assets 2017: $89,693Liabilities 2017: $0Net Assets 2017: $89,6932017Assets 2018: $90,111Liabilities 2018: $0Net Assets 2018: $90,1112018Assets 2019: $42,848Liabilities 2019: $0Net Assets 2019: $42,8482019Assets 2020: $33,230Liabilities 2020: $0Net Assets 2020: $33,2302020

Highlighted filing

2020

Assets$33,230
Liabilities$0
Net Assets$33,230

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $23,282Expenses 2014: $19,019Net Income 2014: $4,2632014Revenue 2015: $24,521Expenses 2015: $26,653Net Income 2015: -$2,1322015Revenue 2016: $21,931Expenses 2016: $20,207Net Income 2016: $1,7242016Revenue 2017: $26,281Expenses 2017: $16,100Net Income 2017: $10,1812017Revenue 2018: $18,121Expenses 2018: $17,703Net Income 2018: $4182018Revenue 2019: $18,508Expenses 2019: $65,771Net Income 2019: -$47,2632019Revenue 2020: $1,196Expenses 2020: $10,814Net Income 2020: -$9,6182020

Highlighted filing

2020

Revenue$1,196
Expenses$10,814
Net Income-$9,618

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Gross Receipts
$1,196
Mission and Program Overview

Mission

The Foundation assists individuals in their pursuit through holding fundraising events throughout the year i.e., golf outing in the summer, dinner events in the fall/spring and a walk/run in the spring to raise money to give back to other non-profit organizations and needy individuals in the Watertown, New York community, as well as provide an annual scholarship at the Carthage Central High School, Carthage, New York in the foundation's name. In holding these fundraising events which, will be funded entirely by the general public and sponsorships by local businesses that the foundation can accumulate funds to give back to other local non-profits and organizations which will improve the overall local communities. All members of the Foundation assist on a volunteer basis only, no one is compensated for their assistance and all money raised through all activities will go back to local charities, scholarship awardees, and individuals in need.

The Foundation assists individuals in their pursuit through holding fundraising events throughout the year i.e., golf outing in the summer, and previous dinner events in the fall/spring and a walk/run in the spring to raise money to give back to other non-profit organizations and needy individuals in the Watertown, New York community, as well as provide an annual scholarship at the Carthage Central High School, Carthage, New York in the foundation's name. In holding these fundraising events which, will be funded entirely by the general public and sponsorships by local businesses that the foundation can accumulate funds to give back to other local non-profits and organizations which will improve the overall local communities. All members of the Foundation assist on a volunteer basis only, no one is compensated for their assistance and all money raised through all activities will go back to local charities, scholarship awardees, and individuals in need.

Program Services

DescriptionGrantsExpenses
JRC Foundation Capital Campaign Contribution$0$5,000
501c(3) donations to various North Country service organizations during 2019 payments range from $300 to $1,000$0$3,650
Carthage High School Scholarship to one graduating senior based on submitted applications that meet foundation criteria in line with the mission of the foundation$0$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karla StefaniniPresident-$0--
Michael P FlynnTreasurer-$0--
Lynn PietroskiSecretary/ Vice President-$0--
Sandra MacyDirector-$0--
Patrick J FlynnDirector-$0--
Michelle Cerow-HodgeDirector-$0--
Jennifer LoonanDirector-$0--
Jan MacaulayDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heather a Freeman Foundation
EIN
26-2763162
Phone
3154912388
Address
PO Box 25, Watertown, NY 13601

Signing Officer

Name
Michael Flynn
Title
Treasurer
Phone
3154912388
Signed
2021-05-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Paid out $9,650 in a combination of payments as follows: 1) $5,000 payment to JRC Foundation 501(c)3 organization for fundraising efforts for capital campaign. 2) $3,250 final payment for Kicks for Kids shoe program sponsored in 2019 for which foundation was billed in 2020. 3) $400 Samaritan Medical Center virtual 2020 Festival of Trees Sponsorship 501(c)3 organization and 4) $1,000 scholarship to one graduating senior at Carthage Central High School. Detail of payments outline in Part III of Form 990-EZ.

Form 990-EZ, Part I, Line 16

Description;Amount^Depreciation Expense Foundation Trailer;404|Taxes NYS CHAR 500 Filing Due 2019;50^Total;454^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Foundation Trailer Less Depreciation;403^Total;403^

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Paid out $9,650 in a combination of payments as follows: 1) $5,000 payment to JRC Foundation 501(c)3 organization for fundraising efforts for capital campaign. 2) $3,250 final payment for Kicks for Kids shoe program sponsored in 2019 for which foundation was billed in 2020. 3) $400 Samaritan Medical Center virtual 2020 Festival of Trees Sponsorship 501(c)3 organization and 4) $1,000 scholarship to one graduating senior at Carthage Central High School. Detail of payments outline in Part III of Form 990-EZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Depreciation Expense Foundation Trailer;404|Taxes NYS CHAR 500 Filing Due 2019;50^Total;454^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Foundation Trailer Less Depreciation;403^Total;403^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03154912388
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHER A FREEMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0262763162
ReturnHeader/Filer/PhoneNum03154912388
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 25
ReturnHeader/Filer/USAddress/CityNm0Watertown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013601
ReturnHeader/ReturnTs02021-05-11T14:39:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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