Civic Intelligence

Elizabeth M Pfriem Foundation

990PF • Fiscal year 2016 • EIN 46-5418223

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
PO Box 340Southport, CT 06890

(203) 256-8813

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.00x

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Net Margin

23rd percentile

-169%

Higher net margin than 23% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Asset Growth

34th percentile

-4.9%

Faster asset growth than 34% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-97%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$950,498

Down $49,286 (-4.9%) from 2015

Net Assets

Down

$950,498

Down $49,286 (-4.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin23rd percentile

Revenue

Down

$27,602

Down $1,021,968 (-97%) from 2015

Expenses

Up

$74,304

Up $16,634 (+29%) from 2015

Net Income

Down

-$46,702

Down $1,038,602 (-105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$40M$30M$20M$10M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $999,784Liabilities 2015: $0Net Assets 2015: $999,7842015Assets 2016: $950,498Liabilities 2016: $0Net Assets 2016: $950,4982016Assets 2017: $975,865Liabilities 2017: $0Net Assets 2017: $975,8652017Assets 2018: $8,180,712Liabilities 2018: $0Net Assets 2018: $8,180,7122018Assets 2019: $26,299,865Liabilities 2019: $0Net Assets 2019: $26,299,8652019Assets 2020: $25,361,411Liabilities 2020: $0Net Assets 2020: $25,361,4112020Assets 2021: $38,992,708Liabilities 2021: $540Net Assets 2021: $38,992,1682021Assets 2022: $39,707,540Liabilities 2022: $1,021Net Assets 2022: $39,706,5192022Assets 2023: $38,997,778Liabilities 2023: $1,447Net Assets 2023: $38,996,3312023Assets 2024: $36,963,555Liabilities 2024: $0Net Assets 2024: $36,963,5552024

Highlighted filing

2016

Assets$950,498
Liabilities$0
Net Assets$950,498
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$20M$10M$0-$10MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1,049,570Expenses 2015: $57,670Net Income 2015: $991,9002015Revenue 2016: $27,602Expenses 2016: $74,304Net Income 2016: -$46,7022016Revenue 2017: $48,721Expenses 2017: $15,225Net Income 2017: $33,4962017Revenue 2018: $7,377,533Expenses 2018: $172,686Net Income 2018: $7,204,8472018Revenue 2019: $18,832,376Expenses 2019: $713,223Net Income 2019: $18,119,1532019Revenue 2020: $544,113Expenses 2020: $1,482,567Net Income 2020: -$938,4542020Revenue 2021: $15,606,722Expenses 2021: $1,975,965Net Income 2021: $13,630,7572021Revenue 2022: $2,673,491Expenses 2022: $2,338,890Net Income 2022: $334,6012022Revenue 2023: $1,256,312Expenses 2023: $2,455,603Net Income 2023: -$1,199,2912023Revenue 2024: $977,780Expenses 2024: $3,010,556Net Income 2024: -$2,032,7762024

Highlighted filing

2016

Revenue$27,602
Expenses$74,304
Net Income-$46,702
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth M PfriemTrustee-$0--
ANTHONY V MONTALTOCo-Trustee-$0--
EARL SHOOKCo-Trustee-$0--
JAMES STEWARTCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOUSATONIC COMMUNITY COLLEGETO PROPERLY PREPARE STUDENTS FOR THE ECONOMIC FUTURE BY EDUCATING AND PRODUCING A STRONG FOUNDATION IN STREAM (SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATH.).PCBRIDGEPORT, CT, US$25,000
Paid GrantSACRED HEART UNIVERSITYTO PREPARE STUDENTS TO LIVE IN AND MAKE THEIR CONTRIBUTIONS TO THE HUMAN COMMUNITY.PCFAIRFIELD, CT, US$25,000
Filing and Contact Details

Filer

Filer Name
Elizabeth M Pfriem Foundation
EIN
46-5418223
Phone
2032568813
Address
PO Box 340, Southport, CT 06890

Signing Officer

Name
Elizabeth M Pfreim
Title
Trustee
Phone
2032568813
Signed
2017-05-12

Preparer

Firm
Montalto CPA LLC
Address
800 Westchester Avenue Suite N-641, Rye Brook, NY 10573
Preparer
Anthony V Montalto
Phone
9148724000
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Elizabeth M Pfriem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANTHONY V MONTALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EARL SHOOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES STEWART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 Westchester Ave Suite N-641
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rye Brook
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010573
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anthony V Montalto Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum09148724000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROPERLY PREPARE STUDENTS FOR THE ECONOMIC FUTURE BY EDUCATING AND PRODUCING A STRONG FOUNDATION IN STREAM (SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATH.).
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PREPARE STUDENTS TO LIVE IN AND MAKE THEIR CONTRIBUTIONS TO THE HUMAN COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUSATONIC COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SACRED HEART UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0900 LAFAYETTE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15151 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106825
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050013
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052901
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032957
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069957
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019944
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052901
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032957
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt013385
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013385
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02584
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY MELLON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04646
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03097
ReductionExplanationStatement/ShortExplanationTxt0X
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0CT REGISTRATION
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth M Pfreim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02032568813
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Elizabeth M Pfriem Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0465418223
ReturnHeader/Filer/PhoneNum02032568813
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 340
ReturnHeader/Filer/USAddress/CityNm0Southport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006890
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FEF61C66FF2AF11FA00512B61B07E04F637E75E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.84.140
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:49:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204150191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Montalto CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 Westchester Avenue Suite N-641
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rye Brook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010573
ReturnHeader/PreparerPersonGrp/PhoneNum09148724000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony V Montalto
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-13T09:43:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$950,498
Liabilities
$0
Net assets
$950,498
Revenue
$27,602
Expenses
$74,304
Net income
-$46,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$0.98$3.01$2.03
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$1.26$2.46$1.20
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$2.67$2.34$0.33
2021Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$15.6$1.98$13.6
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$0.54$1.48$0.94
2019Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$18.8$0.71$18.1
2018Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$7.38$0.17$7.20
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.05$0.06$0.99
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

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