Civic Intelligence

The Heather a Freeman Foundation

990EZ • Fiscal year 2015 • EIN 26-2763162

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

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.

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.00x

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

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Net Margin

27th percentile

-8.7%

Higher net margin than 27% of similar nonprofits.

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

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.

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.7%

Faster asset growth than 40% of similar nonprofits.

2015 filings • NTEE T30 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • NTEE T30 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$77,788

Down $2,132 (-2.7%) from 2014

Net Assets

Down

$77,788

Down $2,132 (-2.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$24,521

Up $1,239 (+5.3%) from 2014

Expenses

Up

$26,653

Up $7,634 (+40%) from 2014

Net Income

Down

-$2,132

Down $6,395 (-150%) from 2014

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

2015

Assets$77,788
Liabilities$0
Net Assets$77,788

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

2015

Revenue$24,521
Expenses$26,653
Net Income-$2,132
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$51,518
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 2015- payments range from $500 to $2,000$0$12,721
Kicks for Kids program 2015- provided 151 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$7,550
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$3,000
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--
Nikolas DarlingVice President-$0--
Michael P FlynnTreasurer-$0--
Dedra MorgiaDirector-$0--
Lynn PietroskiSecretary-$0--
Patrick J FlynnDirector-$0--
Michelle Cerow-HodgeDirector-$0--
Jennifer LoonanDirector-$0--
Sandra MacyDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,830$25,830$4,992$20,838
5k/10k/Half Marathon$20,603$20,603$10,309$10,294
Total Events$46,433$46,433$23,220$23,213
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
2016-05-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Form 990-EZ, Part I, Line 10-Grants and Payments- Paid out $24,271 to various 501c(3) organizations during 2015 as well as other charitable causes, including at $1,000 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;617|Organizational Expenses Chamber Member Dues;180|Taxes NYS Char 500 Filing Dues 2012 2014 Filings;195|Depreciation Expense Foundation Trailer;404^Total;1396^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Deposit 2016 Run Event;800|Foundation Trailer Less Accumulated Depreciation;2421^Total;3221^

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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/DescriptionProgramSrvcAccomTxt2Kicks for Kids program 2015- provided 151 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.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260051
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023220
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05k/10k/Half Marathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02760
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046433
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023213
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0759
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04992
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010309
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 10-Grants and Payments- Paid out $24,271 to various 501c(3) organizations during 2015 as well as other charitable causes, including at $1,000 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;617|Organizational Expenses Chamber Member Dues;180|Taxes NYS Char 500 Filing Dues 2012 2014 Filings;195|Depreciation Expense Foundation Trailer;404^Total;1396^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Deposit 2016 Run Event;800|Foundation Trailer Less Accumulated Depreciation;2421^Total;3221^
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
ReasonableCauseExplanation/ExplanationTxt0N/A- Due date for 2015 Form 990-EZ is 5/16/16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03154912388
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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/ReturnTs02016-05-16T14:23:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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