Civic Intelligence

Greater Hartford Association of Realtors Foundation Inc.

990EZ • Fiscal year 2017 • EIN 45-4612325

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

430 New Park Ave Suite 202Hartford, CT 06106

(860) 561-1800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$77,177

Down $8,702 (-10%) from 2016

Net Assets

Up

$77,177

Up $10,769 (+16%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$48,240

Up $7,517 (+18%) from 2016

Expenses

Up

$41,080

Up $3,082 (+8.1%) from 2016

Net Income

Up

$7,160

Up $4,435 (+163%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $35,707Liabilities 2012: $35,6522012Assets 2013: $94,008Liabilities 2013: $34,3542013Assets 2014: $84,631Liabilities 2014: $18,6042014Assets 2015: $88,917Liabilities 2015: $22,5762015Assets 2016: $85,879Liabilities 2016: $19,471Net Assets 2016: $66,4082016Assets 2017: $77,177Net Assets 2017: $77,1772017Assets 2018: $81,943Liabilities 2018: $8,440Net Assets 2018: $73,5032018Assets 2019: $78,517Liabilities 2019: $1,756Net Assets 2019: $76,7612019Assets 2020: $82,206Liabilities 2020: $181Net Assets 2020: $82,0252020Assets 2021: $95,646Liabilities 2021: $181Net Assets 2021: $95,4652021Assets 2022: $108,422Liabilities 2022: $3,845Net Assets 2022: $115,4512022Assets 2023: $114,863Liabilities 2023: $31Net Assets 2023: $114,8322023Assets 2024: $127,446Liabilities 2024: $106Net Assets 2024: $121,6052024

Highlighted filing

2017

Assets$77,177
Liabilities-
Net Assets$77,177

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $422Expenses 2012: $367Net Income 2012: $552012Revenue 2013: $173,015Expenses 2013: $114,387Net Income 2013: $58,6282013Revenue 2014: $73,717Expenses 2014: $73,045Net Income 2014: $6722014Revenue 2015: $40,299Expenses 2015: $36,873Net Income 2015: $3,4262015Revenue 2016: $40,723Expenses 2016: $37,998Net Income 2016: $2,7252016Revenue 2017: $48,240Expenses 2017: $41,080Net Income 2017: $7,1602017Revenue 2018: $29,325Expenses 2018: $32,999Net Income 2018: -$3,6742018Revenue 2019: $44,152Expenses 2019: $40,894Net Income 2019: $3,2582019Revenue 2020: $40,963Expenses 2020: $35,699Net Income 2020: $5,2642020Revenue 2021: $16,378Expenses 2021: $16,313Net Income 2021: $652021Revenue 2022: $31,901Expenses 2022: $11,915Net Income 2022: $19,9862022Revenue 2023: $37,098Expenses 2023: $31,862Net Income 2023: $5,2362023Revenue 2024: $35,729Expenses 2024: $28,956Net Income 2024: $6,7732024

Highlighted filing

2017

Revenue$48,240
Expenses$41,080
Net Income$7,160
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$48,240
Mission and Program Overview

Mission

The foundation will make donations to local, community-based and public charitable organizations to assist them with funding their programs. The foundation will conduct fundraising events and activities to generate funds for donations to local 501(c)(3) organizations. The foundation will also grant educational scholorships to individuals seeking higher educations, especially students seeking a degree in real estate.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION HAD EVENTS DURING THE YEAR TO PROMOTE AND INCREASE CONTRIBUTIONS AND TO PAY FOR SCHOLORSHIPS.-$41,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL LANTZ IIIPresident-$0--
DALE STEVENSPresident El-$0--
ROBERT LEVINEVice Preside-$0--
DAINE MCADAMSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Greater Hartford Association of
EIN
45-4612325
Phone
8605611800
Address
430 NEW PARK AVE SUITE 202, HARTFORD, CT 06106

Signing Officer

Name
Carl Lantz Iii
Title
President
Phone
8605611800
Signed
2017-10-31

Preparer

Firm
Costello Company LLC
Address
15 WALL ST, HEBRON, CT 06248
Preparer
Charles T Costello CPA
Phone
8602282822
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 205 scholarship expenses 2,500 events expense 38,375 total 41,080

Form 990-ez, Part I, Line 20

Unrealized gain on investments 3,609

Form 990-ez, Part II, Line 24

Accounts receivable 650 0 prepaid expenses and deferred charges 3,456 2,456 total 4,106 2,456

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 31 0 deferred revenue 19,440 0

Form 990-ez, Part III

The foundation will make donations to local, community-based and public charitable organizations to assist them with funding their programs. The foundation will conduct fundraising events and activities to generate funds for donations to local 501(c)(3) organizations. The foundation will also grant educational scholorships to individuals seeking higher educations, especially students seeking a degree in real estate.

Raw XML Appendix139 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/BooksInCareOfDetail/PersonNm0LESLIE DAMON
IRS990EZ/BooksInCareOfDetail/PhoneNum08605611800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0430 NEW PARK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARFFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074721
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066408
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARL LANTZ III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DALE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAINE MCADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04106
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02456
IRS990EZ/OtherChangesInNetAssetsAmt03609
IRS990EZ/OtherExpensesTotalAmt041080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WILL MAKE DONATIONS TO LOCAL, COMMUNITY-BASED AND PUBLIC CHARITABLE ORGANIZATIONS TO ASSIST THEM WITH FUNDING THEIR PROGRAMS. THE FOUNDATION WILL CONDUCT FUNDRAISING EVENTS AND ACTIVITIES TO GENERATE FUNDS FOR DONATIONS TO LOCAL 501(C)(3) ORGANIZATIONS. THE FOUNDATION WILL ALSO GRANT EDUCATIONAL SCHOLORSHIPS TO INDIVIDUALS SEEKING HIGHER EDUCATIONS, ESPECIALLY STUDENTS SEEKING A DEGREE IN REAL ESTATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION HAD EVENTS DURING THE YEAR TO PROMOTE AND INCREASE CONTRIBUTIONS AND TO PAY FOR SCHOLORSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0982
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0943
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 205 SCHOLARSHIP EXPENSES 2,500 EVENTS EXPENSE 38,375 TOTAL 41,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 3,609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 650 0 PREPAID EXPENSES AND DEFERRED CHARGES 3,456 2,456 TOTAL 4,106 2,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 31 0 DEFERRED REVENUE 19,440 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION WILL MAKE DONATIONS TO LOCAL, COMMUNITY-BASED AND PUBLIC CHARITABLE ORGANIZATIONS TO ASSIST THEM WITH FUNDING THEIR PROGRAMS. THE FOUNDATION WILL CONDUCT FUNDRAISING EVENTS AND ACTIVITIES TO GENERATE FUNDS FOR DONATIONS TO LOCAL 501(C)(3) ORGANIZATIONS. THE FOUNDATION WILL ALSO GRANT EDUCATIONAL SCHOLORSHIPS TO INDIVIDUALS SEEKING HIGHER EDUCATIONS, ESPECIALLY STUDENTS SEEKING A DEGREE IN REAL ESTATE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL LANTZ III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605611800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER HARTFORD ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REALTORS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0454612325
ReturnHeader/Filer/PhoneNum08605611800
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 NEW PARK AVE SUITE 202
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094AC50D1384550EB1B39274EE732191F19E961D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId094AC50D1384550EB1B39274EE732191F19E961D2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421529165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COSTELLO COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 WALL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HEBRON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006248
ReturnHeader/PreparerPersonGrp/PhoneNum08602282822
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES T COSTELLO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-31T11:23:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings