Civic Intelligence

Joan F Dionne Family Foundation

EIN 26-6254109 • Westport, CT

PO Box 2630Westport, CT 06880
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

2.8%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-9.1%

Faster revenue growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$338,150

Up $9,158 (+2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$338,150

Up $9,158 (+2.8%) from 2024

Revenue

Down

$35,125

Down $3,506 (-9.1%) from 2024

Expenses

Up

$26,109

Up $2,824 (+12%) from 2024

Net Income

Down

$9,016

Down $6,330 (-41%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $424,997Liabilities 2019: $0Net Assets 2019: $424,9972019Assets 2020: $381,904Liabilities 2020: $0Net Assets 2020: $381,9042020Assets 2021: $359,196Liabilities 2021: $0Net Assets 2021: $359,1962021Assets 2022: $338,841Liabilities 2022: $0Net Assets 2022: $338,8412022Assets 2023: $313,584Liabilities 2023: $0Net Assets 2023: $313,5842023Assets 2024: $328,992Liabilities 2024: $0Net Assets 2024: $328,9922024Assets 2025: $338,150Liabilities 2025: $0Net Assets 2025: $338,1502025

Highlighted filing

2025

Assets$338,150
Liabilities$0
Net Assets$338,150

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $8,156Expenses 2019: $57,836Net Income 2019: -$49,6802019Revenue 2020: $8,745Expenses 2020: $52,421Net Income 2020: -$43,6762020Revenue 2021: $37,011Expenses 2021: $59,706Net Income 2021: -$22,6952021Revenue 2022: $2,475Expenses 2022: $22,512Net Income 2022: -$20,0372022Revenue 2023: -$1,494Expenses 2023: $23,100Net Income 2023: -$24,5942023Revenue 2024: $38,631Expenses 2024: $23,285Net Income 2024: $15,3462024Revenue 2025: $35,125Expenses 2025: $26,109Net Income 2025: $9,0162025

Highlighted filing

2025

Revenue$35,125
Expenses$26,109
Net Income$9,016

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 9, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan F DionneTrustee-$0--
Elwood B DavisTrustee-$0--
Scott PattenTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAdam J Lewis AcademyUnrestricted-Bridgeport, CT, US$5,000
Paid GrantStar Inc Lighting the WayUnrestricted-Norwalk, CT, US$5,000
Paid GrantSummer Theatre of New CanaanUnrestricted-New Canaan, CT, US$5,000
Paid GrantHorizonsUnrestictedGrant-South Windham, CT, US$5,000
Paid GrantFirst Presbyterian ChurchUnrestricted-New Canaan, CT, US$2,500
Paid GrantPerson to PersonUnrestricted-Norwalk, CT, US$500
Paid GrantStaying Put in New CanaanUnrestricted-New Canaan, CT, US$400
Paid GrantVisiting Nurses & Hospice of FairfieldUnrestricted-Wilton, CT, US$200
Paid GrantNew Canaan Community FdtnUnrestricted-New Canaan, CT, US$0
Filing and Contact Details

Filer

Filer Name
Joan F Dionne Family Foundation
EIN
26-6254109
Phone
2032268997
Address
PO Box 2630, Westport, CT 06880

Signing Officer

Name
Elwood B Davis
Title
Trustee
Phone
2032268997
Signed
2026-02-09

Preparer

Firm
Corient Tax LLC
Address
518B Riverside Avenue, Westport, CT 06880
Preparer
Elwood B Davis
Phone
2032268997
Raw XML Appendix371 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8UnrestictedGrant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Adam J Lewis Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Staying Put in New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Visiting Nurses & Hospice of Fairfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3First Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Star Inc Lighting the Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Summer Theatre of New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6New Canaan Community Fdtn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Person to Person
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Horizons
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 State Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt158 Pine Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222 Danbury Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3178 Oenoke Ridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4182 Wolfpit Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt570 Pine Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6111 Cherry Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt776 South Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bridgeport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Wilton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Norwalk
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Norwalk
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8South Windham
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023600
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044004
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031206
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044004
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045021
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0142
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0change inbook value
TaxesSchedule/TaxesDetail/Amt0509
TaxesSchedule/TaxesDetail/CategoryTxt0Federal taxes
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Elwood B Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02032268997
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joan F Dionne Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0266254109
ReturnHeader/Filer/PhoneNum02032268997
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2630
ReturnHeader/Filer/USAddress/CityNm0Westport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873974110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Corient Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0518B Riverside Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006880
ReturnHeader/PreparerPersonGrp/PhoneNum02032268997
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elwood B Davis
ReturnHeader/ReturnTs02026-02-13T04:35:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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