Civic Intelligence

The Heather a Freeman Foundation

990EZ • Fiscal year 2017 • EIN 26-2763162

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

72nd percentile

0.00x

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

39%

Higher net margin than 81% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

20%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$89,693

Up $10,181 (+13%) from 2016

Net Assets

Up

$89,693

Up $10,181 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$26,281

Up $4,350 (+20%) from 2016

Expenses

Down

$16,100

Down $4,107 (-20%) from 2016

Net Income

Up

$10,181

Up $8,457 (+491%) from 2016

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

2017

Assets$89,693
Liabilities$0
Net Assets$89,693

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

2017

Revenue$26,281
Expenses$16,100
Net Income$10,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.0
Gross Receipts
$56,706
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 2017- payments range from $100 to $2,500$0$8,730
Kicks for Kids program 2017- provided 86 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$4,050
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--
Dedra MorgiaVice President-$0--
Michael P FlynnTreasurer-$0--
Lynn PietroskiSecretary-$0--
Sandra MacyDirector-$0--
Patrick J FlynnDirector-$0--
Michelle Cerow-HodgeDirector-$0--
Jennifer LoonanDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$34,438$34,438$9,850$24,588
5k/10k/Half Marathon$16,128$16,128$9,340$6,788
Total Events$55,766$55,766$30,425$25,341
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
2018-05-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Paid out $13,780 to various 501c(3) organizations during 2017 as well as other charitable causes within the local community, including a $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;510|Organizational Expenses Chamber Member Dues;207|Taxes NYS CHAR 500 Filine Dues 2016;75|Deprecation Expense Foundation Trailer;403^Total;1195^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Deposit 2018 Run Event;600|Founation Trailer Less Accumulated Depreciation;1615^Total;2215^

Raw XML Appendix306 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/DescriptionProgramSrvcAccomTxt2Carthage 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/FoodAndBeverageOtherEventsAmt02600
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055766
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025341
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01471
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01471
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019190
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09850
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04032
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Paid out $13,780 to various 501c(3) organizations during 2017 as well as other charitable causes within the local community, including a $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;510|Organizational Expenses Chamber Member Dues;207|Taxes NYS CHAR 500 Filine Dues 2016;75|Deprecation Expense Foundation Trailer;403^Total;1195^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Deposit 2018 Run Event;600|Founation Trailer Less Accumulated Depreciation;1615^Total;2215^
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03154912388
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.90.68.218
ReturnHeader/ReturnTs02018-05-11T14:04:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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