Civic Intelligence

The Heather a Freeman Foundation

990EZ • Fiscal year 2018 • EIN 26-2763162

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

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

71st percentile

0.00x

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-31%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$90,111

Up $418 (+0.5%) from 2017

Net Assets

Up

$90,111

Up $418 (+0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$18,121

Down $8,160 (-31%) from 2017

Expenses

Up

$17,703

Up $1,603 (+10.0%) from 2017

Net Income

Down

$418

Down $9,763 (-96%) from 2017

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

2018

Assets$90,111
Liabilities$0
Net Assets$90,111

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

2018

Revenue$18,121
Expenses$17,703
Net Income$418
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.0
Gross Receipts
$42,929
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 2018- payments range from $100 to $1,250$0$8,275
Kicks for Kids program 2018- provided 119 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$5,950
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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,177$25,177$5,975$19,202
5k/10k/Half Marathon$13,150$13,150$8,249$4,901
Total Events$38,327$38,327$21,530$16,797
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
2019-05-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Form 990-EZ, Part I, Line 10- Paid out $15,225 to various 501c(3) organizations during 2018 as well as other charitable causes within the local community, including a $1,000 scholarship to one graduating senior at Carthage Central High School. Details of payments outlined in Part III of Form 990-EZ.

Form 990-EZ, Part I, Line 16

Description;Amount^General Liability Insurance;891|Organizational Expenses Chamber Member Dues;392|Taxes NYS CHAR 500 Filing Dues 2017;50|Depreciation Expense Foundation Trailer;404^Total;1737^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Foundation Trailer Less Depreciation;1211^Total;1211^

Raw XML Appendix297 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/PrimaryExemptPurposeTxt0The 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.
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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/GrossReceiptsEvent1Amt025177
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025177
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038327
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016797
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01594
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01594
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014224
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05975
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08249
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03360
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 10- Paid out $15,225 to various 501c(3) organizations during 2018 as well as other charitable causes within the local community, including a $1,000 scholarship to one graduating senior at Carthage Central High School. Details of payments outlined in Part III of Form 990-EZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^General Liability Insurance;891|Organizational Expenses Chamber Member Dues;392|Taxes NYS CHAR 500 Filing Dues 2017;50|Depreciation Expense Foundation Trailer;404^Total;1737^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Foundation Trailer Less Depreciation;1211^Total;1211^
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Flynn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03154912388
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
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/ReturnTs02019-05-14T07:53:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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