Civic Intelligence

New Haven Rising

990 • Fiscal year 2020 • EIN 38-3880338

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

425 College StreetNew Haven, CT 06511

(203) 533-2283

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$70,573

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

96th percentile

130%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

14%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$111,484

Up $62,986 (+130%) from 2019

Net Assets

Up

$111,484

Up $62,986 (+130%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$288,273

Up $34,916 (+14%) from 2019

Expenses

Down

$225,287

Down $9,915 (-4.2%) from 2019

Net Income

Up

$62,986

Up $44,831 (+247%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $48,498Liabilities 2019: $0Net Assets 2019: $48,4982019Assets 2020: $111,484Liabilities 2020: $0Net Assets 2020: $111,4842020Assets 2021: $201,787Liabilities 2021: $0Net Assets 2021: $201,7872021Assets 2022: $188,102Liabilities 2022: $0Net Assets 2022: $188,1022022Assets 2023: $104,204Liabilities 2023: $322Net Assets 2023: $103,8822023Assets 2024: $93,021Liabilities 2024: $3,100Net Assets 2024: $89,9212024

Highlighted filing

2020

Assets$111,484
Liabilities$0
Net Assets$111,484

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2019: $253,357Expenses 2019: $235,202Net Income 2019: $18,1552019Revenue 2020: $288,273Expenses 2020: $225,287Net Income 2020: $62,9862020Revenue 2021: $339,352Expenses 2021: $249,049Net Income 2021: $90,3032021Revenue 2022: $275,140Expenses 2022: $288,825Net Income 2022: -$13,6852022Revenue 2023: $279,714Expenses 2023: $363,934Net Income 2023: -$84,2202023Revenue 2024: $364,117Expenses 2024: $378,078Net Income 2024: -$13,9612024

Highlighted filing

2020

Revenue$288,273
Expenses$225,287
Net Income$62,986
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$288,273
Mission and Program Overview

Mission

The corporation is a citywide membership-based organization of individuals and institutions that share a commitment to economic, social, and racial justice. It will organize; mobilize; develop leaders; educate its members and others; conduct research on, and advocate for, policy solutions; and engage in political activity as well as take other constructive actions, so that individual residents, unions, neighborhood groups and other organizations can come together to work for shared prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$48,498$111,484▲ $62,986
Cash and Non-Interest-Bearing Accounts$48,191$111,330▲ $63,139
Land, Buildings, and Equipment, Net$307$154▼ $153
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,498$111,484▲ $62,986
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,498$111,484▲ $62,986
Total Liabilities and Net Assets / Fund Balance$48,498$111,484▲ $62,986

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$154$306$460
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie Myers-mcphailSecretary/directorPT$48,731$21,842$70,573
Abigal FeldmanTreasurer/directorPT$43,749$15,672$59,421

Board Members and Trustees

NameTitle
Ian SkoggardFirst Co-chair/director
Scott Marks JrSecond Co-chair/director
Charlie DelgadoDirector
Dave JohnsonDirector
Ron HurtDirector
Scott MarksDirector/manager
Revenue and Support

Revenue Composition

Contributions and Grants
$280,000
Program Service Revenue
$8,097
Investment Income
$176
Other Revenue
$0
All Other Contributions
$280,000
Change in Net Assets
$62,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$188,509
Other Expenses$35,602
Grants and Similar Amounts Paid$1,176
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$83,233$9,248-$92,481
Other Salaries and Wages$39,059$4,340-$43,399
Other Employee Benefits$28,638$3,182-$31,820
Other Expenses$23,543--$23,543
Payroll Taxes$11,335$1,260-$12,595
Pension Plan Contributions$7,393$821-$8,214
Conferences and Meetings$3,334$371-$3,705
Occupancy$1,701$1,700-$3,401
Office Expenses$1,258$1,258-$2,516
Grants to Domestic Individuals$1,176--$1,176
Travel$581$581-$1,162
Fees for Services Accounting-$1,122-$1,122
Depreciation Depletion$153--$153
Total Functional Expenses$201,404$23,883$0$225,287
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The corporation shall have classes of members, as set forth below and as implemented or altered by the citywide leadership group. Voting members: there shall be three types of voting members: a. Individuals: individuals who live in new haven or in towns contiguous to new haven, who support the mission of the corporation and who pay dues, may be voting individual members of the corporation. Each voting individual member shall be associated with a neighborhood based chapter of the corporation (hereinafter "nbc") in the neighborhood in which he or she lives, or in the neighborhood closest to where he or she lives, where there is an organized nbc, the member shall belong to that nbc, and shall exercise certain membership rights and engage in the corporation's activities through the nbc. B. Institutions: any institution approved and accepted by the citywide leadership group, that is based in new haven, pays the appropriate dues, and is not otherwise a sponsoring institution (see below), shall be a voting institutional member. To the extent a voting institutional member has its own members, it shall encourage each of those members to join the corporation as an individual member. C. Sponsoring institutions: any institution approved and accepted by the citywide leadership group, that is based in new haven, and which provides dues support at the sponsoring level (as such level shall be set from time to time at the annual meeting) shall be designated a sponsoring institution. The definition of a sponsoring institution may be altered at any time by the citywide leadership group. To the extent a sponsoring institutional member has its own members, it shall encourage each of those members to join the corporation as an individual member. Nonvoting members any individual or institution which supports the mission of the corporation, but does not otherwise qualify to be a voting member as described above, may join the corporation as a nonvoting member. The citywide leadership group may establish such application process or further criteria for nonvoting membership as it deems appropriate. Nonvoting members may attend the annual and regular meetings of the members, and may - at the citywide leadership group's discretion - be invited to special meetings of the membership as well.

Form 990, Part VI, Section A, Line 7A

Vote. Each voting member - whether an individual or an institution - shall have one vote. Wherever action other than the election of at-large directors is to be taken by vote of the members, it shall, except as otherwise required by law or the certificate of incorporation, be authorized if approved by a majority of the votes cast. The slate of directors nominated by the nbcs and sponsoring institutions shall be elected by a majority of votes cast by the voting members. At-large directors shall be elected by a plurality of the votes cast by the voting members.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed with certain members of the union management prior to filing of the return.

Form 990, Part VI, Section C, Line 19

The organization does not make available to the general public any of its governing documents. It will provide a copy of form 990 upon request.

Filing and Contact Details

Filer

Filer Name
New Haven Rising Inc
EIN
38-3880338
Phone
2035332283
Address
425 COLLEGE STREET, NEW HAVEN, CT 06511

Signing Officer

Name
Scott Marks
Title
Director
Phone
2035332283
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Marks
Formed
2011
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
6
Employees
3
Volunteers
20

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line I

Method of accounting: the union maintains its books and records and files its tax return on the modified cash basis of accounting.

Raw XML Appendix359 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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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ORGANIZED A COMMUNITY OUTREACH AND TRAINING PROGRAM TO EDUCATE THE MEMBERS OF THEIR COMMUNITY ABOUT THE IMPORTANCE OF VOTING AND THE VOTER REGISTRATION PROCESS. THE ORGANIZATION ALSO PROMOTED THEIR SUPPORT OF A CANDIDATE FOR GOVERNOR AND LOCAL OFFICIALS.
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 1120-POL DUE TO THE FACT THAT NO TAX LIABILITY ACCRUED DUE TO THE ORGANIZATIONS POLITICAL ACTIVITIES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE C, PART 1-C, LINE 4
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0154
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0306
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0460
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0154
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION SHALL HAVE CLASSES OF MEMBERS, AS SET FORTH BELOW AND AS IMPLEMENTED OR ALTERED BY THE CITYWIDE LEADERSHIP GROUP. VOTING MEMBERS: THERE SHALL BE THREE TYPES OF VOTING MEMBERS: A. INDIVIDUALS: INDIVIDUALS WHO LIVE IN NEW HAVEN OR IN TOWNS CONTIGUOUS TO NEW HAVEN, WHO SUPPORT THE MISSION OF THE CORPORATION AND WHO PAY DUES, MAY BE VOTING INDIVIDUAL MEMBERS OF THE CORPORATION. EACH VOTING INDIVIDUAL MEMBER SHALL BE ASSOCIATED WITH A NEIGHBORHOOD BASED CHAPTER OF THE CORPORATION (HEREINAFTER "NBC") IN THE NEIGHBORHOOD IN WHICH HE OR SHE LIVES, OR IN THE NEIGHBORHOOD CLOSEST TO WHERE HE OR SHE LIVES, WHERE THERE IS AN ORGANIZED NBC, THE MEMBER SHALL BELONG TO THAT NBC, AND SHALL EXERCISE CERTAIN MEMBERSHIP RIGHTS AND ENGAGE IN THE CORPORATION'S ACTIVITIES THROUGH THE NBC. B. INSTITUTIONS: ANY INSTITUTION APPROVED AND ACCEPTED BY THE CITYWIDE LEADERSHIP GROUP, THAT IS BASED IN NEW HAVEN, PAYS THE APPROPRIATE DUES, AND IS NOT OTHERWISE A SPONSORING INSTITUTION (SEE BELOW), SHALL BE A VOTING INSTITUTIONAL MEMBER. TO THE EXTENT A VOTING INSTITUTIONAL MEMBER HAS ITS OWN MEMBERS, IT SHALL ENCOURAGE EACH OF THOSE MEMBERS TO JOIN THE CORPORATION AS AN INDIVIDUAL MEMBER. C. SPONSORING INSTITUTIONS: ANY INSTITUTION APPROVED AND ACCEPTED BY THE CITYWIDE LEADERSHIP GROUP, THAT IS BASED IN NEW HAVEN, AND WHICH PROVIDES DUES SUPPORT AT THE SPONSORING LEVEL (AS SUCH LEVEL SHALL BE SET FROM TIME TO TIME AT THE ANNUAL MEETING) SHALL BE DESIGNATED A SPONSORING INSTITUTION. THE DEFINITION OF A SPONSORING INSTITUTION MAY BE ALTERED AT ANY TIME BY THE CITYWIDE LEADERSHIP GROUP. TO THE EXTENT A SPONSORING INSTITUTIONAL MEMBER HAS ITS OWN MEMBERS, IT SHALL ENCOURAGE EACH OF THOSE MEMBERS TO JOIN THE CORPORATION AS AN INDIVIDUAL MEMBER. NONVOTING MEMBERS ANY INDIVIDUAL OR INSTITUTION WHICH SUPPORTS THE MISSION OF THE CORPORATION, BUT DOES NOT OTHERWISE QUALIFY TO BE A VOTING MEMBER AS DESCRIBED ABOVE, MAY JOIN THE CORPORATION AS A NONVOTING MEMBER. THE CITYWIDE LEADERSHIP GROUP MAY ESTABLISH SUCH APPLICATION PROCESS OR FURTHER CRITERIA FOR NONVOTING MEMBERSHIP AS IT DEEMS APPROPRIATE. NONVOTING MEMBERS MAY ATTEND THE ANNUAL AND REGULAR MEETINGS OF THE MEMBERS, AND MAY - AT THE CITYWIDE LEADERSHIP GROUP'S DISCRETION - BE INVITED TO SPECIAL MEETINGS OF THE MEMBERSHIP AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOTE. EACH VOTING MEMBER - WHETHER AN INDIVIDUAL OR AN INSTITUTION - SHALL HAVE ONE VOTE. WHEREVER ACTION OTHER THAN THE ELECTION OF AT-LARGE DIRECTORS IS TO BE TAKEN BY VOTE OF THE MEMBERS, IT SHALL, EXCEPT AS OTHERWISE REQUIRED BY LAW OR THE CERTIFICATE OF INCORPORATION, BE AUTHORIZED IF APPROVED BY A MAJORITY OF THE VOTES CAST. THE SLATE OF DIRECTORS NOMINATED BY THE NBCS AND SPONSORING INSTITUTIONS SHALL BE ELECTED BY A MAJORITY OF VOTES CAST BY THE VOTING MEMBERS. AT-LARGE DIRECTORS SHALL BE ELECTED BY A PLURALITY OF THE VOTES CAST BY THE VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED WITH CERTAIN MEMBERS OF THE UNION MANAGEMENT PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS. IT WILL PROVIDE A COPY OF FORM 990 UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4METHOD OF ACCOUNTING: THE UNION MAINTAINS ITS BOOKS AND RECORDS AND FILES ITS TAX RETURN ON THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII LINE I
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt048498
IRS990/TotalAssetsEOYAmt0111484
IRS990/TotalAssetsGrp/BOYAmt048498
IRS990/TotalAssetsGrp/EOYAmt0111484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0280000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0201404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225287
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0111484
IRS990/TotalOtherCompensationAmt037514
IRS990/TotalProgramServiceExpensesAmt0201404
IRS990/TotalProgramServiceRevenueAmt08097
IRS990/TotalReportableCompFromOrgAmt092480
IRS990/TotalRevenueGrp/ExclusionAmt0176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288273
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0581
IRS990/TravelGrp/ProgramServicesAmt0581
IRS990/TravelGrp/TotalAmt01162
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0425 COLLEGE STREET
IRS990/USAddress/CityNm0NEW HAVEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006511
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02035332283
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HAVEN RISING INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0383880338
ReturnHeader/Filer/PhoneNum02035332283
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 COLLEGE STREET
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061298465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SM ESPOSITO & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03013 DIXWELL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02033877771
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA HARVEY CPA
ReturnHeader/ReturnTs02021-11-15T09:04:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARKS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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