Civic Intelligence

The Heather a Freeman Foundation

990EZ • Fiscal year 2014 • EIN 26-2763162

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

PO Box 25Watertown, NY 13601

(315) 491-2388

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.00x

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

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Net Margin

65th percentile

18%

Higher net margin than 65% of similar nonprofits.

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$79,920

No earlier filing loaded for comparison.

Net Assets

$79,920

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$23,282

No earlier filing loaded for comparison.

Expenses

$19,019

No earlier filing loaded for comparison.

Net Income

$4,263

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$79,920
Liabilities$0
Net Assets$79,920

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$23,282
Expenses$19,019
Net Income$4,263
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$48,688
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.

Program Services

DescriptionGrantsExpenses
501c(3) donations to various North Country service organizations during 2014- payments range from $263 to $2,000$0$9,763
New York State Zoo- sponsored the New York Zoo butterfly house which is in the name of the deceased for which the foundation was created. Butterfly house serves both children and adults on ecosystems and beauty of the enviroment$0$5,000
Kicks for Kids program 2014- provided 48 under privildege students new sneakers by working with local retailer whereby a $50 per pair voucher was provided tot he student to replace a pair of their old sneakers.$0$2,400
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$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra MacyPresident-$0--
Nikolas DarlingVice President-$0--
Michael P FlynnTreasurer-$0--
Dedra MorgiaSecretary-$0--
Lynn PietroskiDirector-$0--
Patrick J FlynnDirector-$0--
Terra HouseDirector-$0--
Terra FulkersonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$22,573$22,573$4,944$17,629
5K/10k/Half Marathon$20,068$20,068$8,629$11,439
Total Events$42,641$42,641$21,702$20,939
Filing and Contact Details

Filer

Filer Name
The 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
2015-05-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

990 EZ Part I Line 10- Grants and Payments- paid out $17,663 to various 501c(3) organizations during 2014 as well as other charitable causes, including a $500 scholarship to one graduating senior at Carthage Central High School. Detail of payments outlined in Part III of Form 990 EZ

Form 990-EZ, Part I, Line 16

Description;Amount^General Liability Insurance;535|Organizational Expenses Chamber Member Dues;180^Total;715^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Deposit 2015 Run Event;800^Total;800^

Raw XML Appendix299 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Carthage High School Scholarship to one graduating senior based on submitted applications that meet foundation criteria in line with the mission of the foundation
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042641
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020939
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0759
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013573
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04948
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 EZ Part I Line 10- Grants and Payments- paid out $17,663 to various 501c(3) organizations during 2014 as well as other charitable causes, including a $500 scholarship to one graduating senior at Carthage Central High School. Detail of payments outlined in Part III of Form 990 EZ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^General Liability Insurance;535|Organizational Expenses Chamber Member Dues;180^Total;715^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Deposit 2015 Run Event;800^Total;800^
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03154912388
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Heather 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/ReturnTs02015-05-13T15:37:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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