Civic Intelligence

Equus Foundation Inc.

990 • Fiscal year 2022 • EIN 42-1547242

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 11, 2023

Organization ProfileWWW.EQUUSFOUNDATION.ORG
168 Long Lots RoadWestport, CT 06880

(203) 259-2043

Siviq Scores

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

Liabilities / Assets

70th percentile

0.23x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.29x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$70,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

38th percentile

-2.4%

Faster asset growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$1,172,056

Down $28,396 (-2.4%) from 2021

Net Assets

Down

$904,627

Down $66,948 (-6.9%) from 2021

Liabilities

Up

$267,429

Up $38,552 (+17%) from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin69th percentile

Revenue

Up

$919,300

Up $105,475 (+13%) from 2021

Expenses

Down

$743,293

Down $117,779 (-14%) from 2021

Net Income

Up

$176,007

Up $223,254 (+473%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $509,517Liabilities 2011: $268,199Net Assets 2011: $241,3182011Assets 2012: $253,548Liabilities 2012: $2,705Net Assets 2012: $250,8432012Assets 2013: $932,109Liabilities 2013: $252,772Net Assets 2013: $679,3372013Assets 2014: $913,423Liabilities 2014: $231,383Net Assets 2014: $682,0402014Assets 2015: $596,499Liabilities 2015: $40,612Net Assets 2015: $555,8872015Assets 2016: $608,528Liabilities 2016: $204,355Net Assets 2016: $404,1732016Assets 2017: $498,803Liabilities 2017: $196,535Net Assets 2017: $302,2682017Assets 2018: $387,911Liabilities 2018: $169,210Net Assets 2018: $218,7012018Assets 2019: $1,126,638Liabilities 2019: $248,240Net Assets 2019: $878,3982019Assets 2020: $1,205,287Liabilities 2020: $119,881Net Assets 2020: $1,085,4062020Assets 2021: $1,200,452Liabilities 2021: $228,877Net Assets 2021: $971,5752021Assets 2022: $1,172,056Liabilities 2022: $267,429Net Assets 2022: $904,6272022Assets 2023: $1,202,929Liabilities 2023: $259,032Net Assets 2023: $943,8972023Assets 2024: $1,000,218Liabilities 2024: $250,581Net Assets 2024: $749,6372024Assets 2025: $1,125,424Liabilities 2025: $347,371Net Assets 2025: $778,0532025

Highlighted filing

2022

Assets$1,172,056
Liabilities$267,429
Net Assets$904,627
Open 2022 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $375,350Expenses 2011: $394,871Net Income 2011: -$19,5212011Revenue 2012: $418,370Expenses 2012: $408,845Net Income 2012: $9,5252012Revenue 2013: $864,216Expenses 2013: $435,722Net Income 2013: $428,4942013Revenue 2014: $437,021Expenses 2014: $428,773Net Income 2014: $8,2482014Revenue 2015: $379,488Expenses 2015: $519,290Net Income 2015: -$139,8022015Revenue 2016: $363,439Expenses 2016: $513,293Net Income 2016: -$149,8542016Revenue 2017: $405,707Expenses 2017: $506,018Net Income 2017: -$100,3112017Revenue 2018: $362,951Expenses 2018: $457,361Net Income 2018: -$94,4102018Revenue 2019: $1,262,457Expenses 2019: $603,181Net Income 2019: $659,2762019Revenue 2020: $931,249Expenses 2020: $724,294Net Income 2020: $206,9552020Revenue 2021: $813,825Expenses 2021: $861,072Net Income 2021: -$47,2472021Revenue 2022: $919,300Expenses 2022: $743,293Net Income 2022: $176,0072022Revenue 2023: $845,734Expenses 2023: $836,197Net Income 2023: $9,5372023Revenue 2024: $942,754Expenses 2024: $905,705Net Income 2024: $37,0492024Revenue 2025: $961,535Expenses 2025: $954,665Net Income 2025: $6,8702025

Highlighted filing

2022

Revenue$919,300
Expenses$743,293
Net Income$176,007
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 11, 2023
Return Version
2021v4.1
Gross Receipts
$935,786
Mission and Program Overview

Mission

The mission is to protect america's horses and strengthen the horse-human bond.

The mission is to protect Americas horses and strengthen the horse-human bond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$391,102$615,983▲ $224,881
Investments in Publicly Traded Securities$307,966$275,676▼ $32,290
Inventories for Sale or Use$279,183$266,296▼ $12,887
Accounts Receivable$5,612$9,905▲ $4,293
Prepaid Expenses and Deferred Charges$8,849$4,196▼ $4,653
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$992,712$1,172,056▲ $179,344
Other Assets Total-$0-
Liabilities
Grants Payable$227,366$242,035▲ $14,669
Accounts Payable and Accrued Expenses$1,511$25,394▲ $23,883
Total Liabilities$228,877$267,429▲ $38,552
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$484,652$638,331▲ $153,679
Net Assets With Donor Restrictions$279,183$266,296▼ $12,887
Total Net Assets Fund Balance$763,835$904,627▲ $140,792
Total Liabilities and Net Assets / Fund Balance$992,712$1,172,056▲ $179,344

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,408$6,408
Equipment-$2,379$2,379
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lynn CoakleyPresidentFT$70,000$70,000

Board Members and Trustees

NameTitle
Jenny Belknap KeesChairman
Catherine HermanVice Chairman
Natalie JacksonDirector
Richard Mitchell DvmDirector
Mark SheptoffSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$843,635
Program Service Revenue
$83,776
Investment Income
$8,375
Other Revenue
$-16,486
All Other Contributions
$807,241
Change in Net Assets
$176,007

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$171,466Fair Market Value (FMV)
Total Noncash Contributions$171,466-

Audited Revenue Reconciliation

Revenue per Audited Statements
$919,300
Revenue Not Reported on Form 990
$-19,729
Total Revenue per Audited Statements
$899,571
Total Revenue per Form 990
$919,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$488,936
Other Expenses$184,357
Total Fundraising Expense$74,246
Salaries, Compensation, and Employee Benefits$70,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$304,584--$304,584
Grants to Domestic Individuals$184,352--$184,352
Fees for Services Other$74,379$4,239$32,797$111,415
Current Officers, Directors, Trustees, and Key Employees$45,500$7,000$17,500$70,000
Fees for Services Accounting-$14,750-$14,750
Other Expenses$5,000-$5,000$10,000
Occupancy$3,500$1,500$5,000$10,000
Office Expenses$3,585$514$1,435$5,534
Insurance-$1,158-$1,158
Total Functional Expenses$639,886$29,161$74,246$743,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$759,779
Expenses per Audited Statements$743,293
Total Expenses per Form 990$743,293
Expenses Not Reported on Form 990$16,486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Return to Freedom IncLompoc, CA501(c)(3)Alliance Grant$24,000
The Foundation for the HorseLexington, KY501(c)(3)vETERINARY RESEARCH,EMERGENCY GRANT$7,500
Brook Hill FarmForest, VA501(c)(3)Guardian,CTRI,Platinum Performance$7,075
High Hopes Theraputic RidingOld Lyme, CT501(c)(3)Guardian and CTRI grants$5,480
Colorado Horse RescueLongmont, CO501(c)(3)Guardian Grant$5,010
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,486
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fairfield Horse Show$22,175---
Greenwich$10,000-$2,825-
Total Events$32,175-$16,486$-16,486
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The President is CONTRACTED TO PERFORM FINANCIAL AND MANAGEMENT OPERATIONS.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Draft tax returns are reviewed and approved by the board prior to filing the tax return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members sign an annual discolsure form and any conflicts are discussed at board meetings.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available on the organization's web site and can also be obtained by request.”

Filing and Contact Details

Filer

Filer Name
Equus Foundation Inc
EIN
42-1547242
Phone
2032592043
Address
168 LONG LOTS ROAD, WESTPORT, CT 06880

Signing Officer

Name
Lynn Coakley
Title
President
Signed
2023-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Coakley
Formed
2002
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Sabel & Oplinger CPA Pc
Address
106 Prospect St, Southampton, NY 11968
Preparer
Mary Ann Mendel CPA
Phone
6312832370
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Treasurer and president review and approve financial statements and tax returns.”

Amended Explanation

“The Board members were erroneously not updated to the new board for the year ended August 31, 2022. Natalie Jackson replaced WILLIAM R. HARRIS, JR.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has been classified by the Internal Revenue Service as a publicly supported tax-exempt charity pursuant to IRC Section 501 (c) (3) and as a not-for-profit corporation under the laws of the State of Connecticut. Accordingly, no provision for Federal or State income taxes is required. As of August 31, 2022, no amounts have been recognized for uncertain income tax positions. The Organizations tax returns for the year 2018 and forward are subject to the usual review by the appropriate taxing authorities.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising cOSTS $16486”

Part XII, Line 2D: Other expenses and losses per audited F/S

“FUNDRAISING COSTS $16486”

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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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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-16486
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-36215
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0484652
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0638331
IRS990/NoncashContributionsAmt0171466
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05000
IRS990/OccupancyGrp/ManagementAndGeneralAmt01500
IRS990/OccupancyGrp/ProgramServicesAmt03500
IRS990/OccupancyGrp/TotalAmt010000
IRS990/OfficeExpensesGrp/FundraisingAmt01435
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0514
IRS990/OfficeExpensesGrp/ProgramServicesAmt03585
IRS990/OfficeExpensesGrp/TotalAmt05534
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0COMMUNICATION & EDUCATION
IRS990/OtherExpensesGrp/Desc1CAMPAIGNE EXPENSES
IRS990/OtherExpensesGrp/Desc2MEDIA AND PUBLICITY
IRS990/OtherExpensesGrp/FundraisingAmt012514
IRS990/OtherExpensesGrp/FundraisingAmt15000
IRS990/OtherExpensesGrp/ProgramServicesAmt018986
IRS990/OtherExpensesGrp/ProgramServicesAmt15000
IRS990/OtherExpensesGrp/TotalAmt018986
IRS990/OtherExpensesGrp/TotalAmt112514
IRS990/OtherExpensesGrp/TotalAmt210000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08849
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04196
IRS990/PrincipalOfficerNm0LYNN COAKLEY
IRS990/PriorPeriodAdjustmentsAmt01000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Auction
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt083776
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt083776
IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION OUTREACH AND COMMUNICATIONS TO PROMOTE VOLUNTEERISM FOR HORSE RELATED ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018986
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0731204
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0631255
IRS990/PYInvestmentIncomeAmt0582
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0229817
IRS990/PYOtherRevenueAmt082039
IRS990/PYRevenuesLessExpensesAmt0-47247
IRS990/PYTotalExpensesAmt0861072
IRS990/PYTotalRevenueAmt0813825
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0176007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0391102
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0615983
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt057165
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt022250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt019450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt055555
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt039320
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0193740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0843635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0731204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0732651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01272845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0342230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03922565
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03280
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0294248
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014403
IRS990ScheduleA/InvestmentIncomeCYPct00.00340
IRS990ScheduleA/InvestmentIncomePYPct00.00450
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.57500
IRS990ScheduleA/PublicSupportPY509Pct00.59740
IRS990ScheduleA/PublicSupportTotal509Amt02432951
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0427979
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0327787
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0514806
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0423206
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt090084
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01783862
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0370814
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0305537
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0495356
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0367651
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt050764
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01590122
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0927411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0816659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0745966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01326100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0400677
IRS990ScheduleA/Total509Grp/TotalAmt04216813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0929749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0817180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0749501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01330829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0403957
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04231216
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02379
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02379
IRS990ScheduleD/ExpensesNotReportedAmt016486
IRS990ScheduleD/ExpensesSubtotalAmt0743293
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-36215
IRS990ScheduleD/OtherExpensesIncludedAmt016486
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06408
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06408
IRS990ScheduleD/OtherRevenueAmt016486
IRS990ScheduleD/RevenueNotReportedAmt0-19729
IRS990ScheduleD/RevenueSubtotalAmt0919300
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has been classified by the Internal Revenue Service as a publicly supported tax-exempt charity pursuant to IRC Section 501 (c) (3) and as a not-for-profit corporation under the laws of the State of Connecticut. Accordingly, no provision for Federal or State income taxes is required. As of August 31, 2022, no amounts have been recognized for uncertain income tax positions. The Organizations tax returns for the year 2018 and forward are subject to the usual review by the appropriate taxing authorities.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising cOSTS $16486
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING COSTS $16486
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0743293
IRS990ScheduleD/TotalRevenuePerForm990Amt0919300
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0899571
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0759779
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032175
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022175
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010000

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,172,056
Liabilities
$267,429
Net assets
$904,627
Revenue
$919,300
Expenses
$743,293
Net income
$176,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.35$0.78$0.96$0.95$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.25$0.75$0.94$0.91$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.26$0.94$0.85$0.84$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.27$0.90$0.92$0.74$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.23$0.97$0.81$0.86$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.12$1.09$0.93$0.72$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.25$0.88$1.26$0.60$0.66
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.17$0.22$0.36$0.46$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.20$0.30$0.41$0.51$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.20$0.40$0.36$0.51$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.56$0.38$0.52$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.23$0.68$0.44$0.43$0.01
2013Summary only. Only limited summary data is available for this year.$0.93$0.25$0.68$0.86$0.44$0.43
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.42$0.41$0.01
2011Summary only. Only limited summary data is available for this year.$0.51$0.27$0.24$0.38$0.39$0.02