Civic Intelligence

Ron & Ellen Schmid Foundation Co Franklin Pilicy

990PF • Fiscal year 2018 • EIN 46-6446923

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
365 Main StreetWatertown, CT 06795

(860) 274-0018

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-114%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$345,855

Down $12,584 (-3.5%) from 2017

Net Assets

Down

$345,855

Down $12,584 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$7,883

Down $94,707 (-92%) from 2017

Expenses

Down

$16,900

Down $66,750 (-80%) from 2017

Net Income

Down

-$9,017

Down $27,957 (-148%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2012: $8,102Liabilities 2012: $02012Assets 2013: $20,802Liabilities 2013: $02013Assets 2014: $20,554Liabilities 2014: $0Net Assets 2014: $20,5542014Assets 2015: $136,949Liabilities 2015: $02015Assets 2017: $358,439Liabilities 2017: $0Net Assets 2017: $358,4392017Assets 2018: $345,855Liabilities 2018: $0Net Assets 2018: $345,8552018Assets 2019: $468,621Liabilities 2019: $0Net Assets 2019: $468,6212019Assets 2020: $609,476Liabilities 2020: $0Net Assets 2020: $609,4762020Assets 2021: $636,682Liabilities 2021: $0Net Assets 2021: $636,6822021Assets 2022: $621,486Liabilities 2022: $0Net Assets 2022: $621,4862022Assets 2023: $501,850Liabilities 2023: $0Net Assets 2023: $501,8502023Assets 2024: $537,209Liabilities 2024: $0Net Assets 2024: $537,2092024

Highlighted filing

2018

Assets$345,855
Liabilities$0
Net Assets$345,855
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $10,002Expenses 2012: $1,900Net Income 2012: $8,1022012Revenue 2013: $12,700Expenses 2013: $0Net Income 2013: $12,7002013Revenue 2014: $2Expenses 2014: $250Net Income 2014: -$2482014Revenue 2015: $118,635Expenses 2015: $2,240Net Income 2015: $116,3952015Revenue 2017: $102,590Expenses 2017: $83,650Net Income 2017: $18,9402017Revenue 2018: $7,883Expenses 2018: $16,900Net Income 2018: -$9,0172018Revenue 2019: $142,313Expenses 2019: $28,859Net Income 2019: $113,4542019Revenue 2020: $154,407Expenses 2020: $19,185Net Income 2020: $135,2222020Revenue 2021: $48,392Expenses 2021: $22,620Net Income 2021: $25,7722021Revenue 2022: $7,587Expenses 2022: $0Net Income 2022: $7,5872022Revenue 2023: $22,897Expenses 2023: $0Net Income 2023: $22,8972023Revenue 2024: $25,552Expenses 2024: $10,000Net Income 2024: $15,5522024

Highlighted filing

2018

Revenue$7,883
Expenses$16,900
Net Income-$9,017
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ESTATE OF RONALD F SCHMIDTrustee-$0--
FRANKLIN PILICYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ron and Ellen Schmid Foundation
EIN
46-6446923
Phone
8602740018
Address
365 MAIN STREET, WATERTOWN, CT 06795

Signing Officer

Name
Franklin Pilicy
Title
Trustee
Phone
8602740018
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bonaldi & Company LLC
Address
1044 MAIN ST STE 14, WATERTOWN, CT 06795
Preparer
Lori a Bonaldi CPA
Phone
8602740656
Raw XML Appendix234 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/FilingSecurityInformation/IPTm010:11:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061333880
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006795
ReturnHeader/PreparerPersonGrp/PhoneNum08602740656
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A BONALDI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T10:11:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,855
Liabilities
$0
Net assets
$345,855
Revenue
$7,883
Expenses
$16,900
Net income
-$9,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.26$0.10$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.23$0.00$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.00$6.21$0.08$0.00$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$0.48$0.23$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$1.54$0.19$1.35
2019Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$1.42$0.29$1.13
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.08$0.17$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$1.03$0.84$0.19
2015Summary only. Only limited summary data is available for this year.$1.37$0.00$1.19$0.02$1.16
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.13$0.00$0.13
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.10$0.02$0.08