Civic Intelligence

Norfolk Foundation Inc.

990PF • Fiscal year 2017 • EIN 47-5535228

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 30, 2018

PO Box 333Norfolk, CT 06058-0333

(860) 541-0463

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$78,930

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$2,238,407

No earlier filing loaded for comparison.

Net Assets

$2,233,157

No earlier filing loaded for comparison.

Liabilities

$5,250

No earlier filing loaded for comparison.

Revenue

$464,708

No earlier filing loaded for comparison.

Expenses

$327,018

No earlier filing loaded for comparison.

Net Income

$137,690

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2017: $2,238,407Liabilities 2017: $5,250Net Assets 2017: $2,233,1572017Assets 2018: $2,038,210Liabilities 2018: $111,295Net Assets 2018: $1,926,9152018Assets 2019: $1,832,603Liabilities 2019: $57,475Net Assets 2019: $1,775,1282019Assets 2020: $1,661,573Liabilities 2020: $34,763Net Assets 2020: $1,626,8102020Assets 2021: $2,654,957Liabilities 2021: $48,807Net Assets 2021: $2,606,1502021Assets 2022: $5,246,715Liabilities 2022: $6,322Net Assets 2022: $5,240,3932022Assets 2023: $5,868,046Liabilities 2023: -$3,511Net Assets 2023: $5,871,5572023Assets 2024: $6,519,769Liabilities 2024: $720Net Assets 2024: $6,519,0492024

Highlighted filing

2017

Assets$2,238,407
Liabilities$5,250
Net Assets$2,233,157

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $464,708Expenses 2017: $327,018Net Income 2017: $137,6902017Revenue 2018: $354,908Expenses 2018: $613,297Net Income 2018: -$258,3892018Revenue 2019: $82,143Expenses 2019: $329,482Net Income 2019: -$247,3392019Revenue 2020: $59,660Expenses 2020: $232,327Net Income 2020: -$172,6672020Revenue 2021: $1,289,240Expenses 2021: $314,032Net Income 2021: $975,2082021Revenue 2022: $3,240,719Expenses 2022: $491,738Net Income 2022: $2,748,9812022Revenue 2023: $418,941Expenses 2023: $472,377Net Income 2023: -$53,4362023Revenue 2024: $436,707Expenses 2024: $490,085Net Income 2024: -$53,3782024

Highlighted filing

2017

Revenue$464,708
Expenses$327,018
Net Income$137,690
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 30, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN M WHALENDirectorFT$77,430$1,500$78,930
SAMUEL A ANDERSONPresidentPT$0--
ELIZABETH B BORDENTreasurer-$0--
JOSEPH HURSTVice PresidentPT$0--
STEPHEN W MELVILLESecretaryPT$0--
MARY M ACKERLYBoard Member-$0--
LISA ATKINBoard Member-$0--
MARK BURKEBoard Member-$0--
CATIE DOUGANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Norfolk Foundation Inc
EIN
47-5535228
Phone
8605410463
Address
PO BOX 333, NORFOLK, CT 06058-0333

Signing Officer

Name
Samuel Anderson
Title
President
Phone
8605410463
Signed
2018-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Tracy E Fillow CPA
Address
23 SOUTH MAIN ST PO BOX 799, KENT, CT 06757
Preparer
Tracy E Fillow CPA
Phone
8609274848
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt222845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt421560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt541552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4900232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5289084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc040 SH APPLE, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 SH EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 SH TIME WARNER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330 SH AMGEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0106339
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt021560
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0137690
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt044595
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02233157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02050872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02233157
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt018634
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021000
IRS990PF/FMVAssetsEOYAmt02238407
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05412
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05250
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030087
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0479806
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0479806
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt01650
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0351
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt014045
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt032584
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0623444
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt014045
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt013694
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt013694
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0516922
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0590860
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0590860
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt0317535
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0984
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0207865
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0207865
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01713550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0851348
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0851348
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt019834
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt019834
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02375469
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02238407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02238407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0324597
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02375469
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02238407
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02050872
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02233157
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02050872
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02183157
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt099881
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01453286
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0128381
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01311155
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021799
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013750
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071574
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01431487
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01453286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt045.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt39.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt077430
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60

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