Civic Intelligence

Hertha Traalum Trust

990PF • Fiscal year 2018 • EIN 56-6609144

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

Organization Profile
500 Putting Green LaneOxford, CT 06478

(203) 755-2246

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

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

79th percentile

$1,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 38.6% of source-year revenue.

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

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.4%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$103,257

Down $2,214 (-2.1%) from 2017

Net Assets

Down

$103,257

Down $2,214 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$4,539

Down $160 (-3.4%) from 2017

Expenses

Down

$7,908

Down $568 (-6.7%) from 2017

Net Income

Up

-$3,369

Up $408 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2011: $127,406Liabilities 2011: $0Net Assets 2011: $127,4062011Assets 2012: $122,256Liabilities 2012: $12012Assets 2013: $120,221Liabilities 2013: $0Net Assets 2013: $120,2212013Assets 2014: $122,580Liabilities 2014: $0Net Assets 2014: $122,5802014Assets 2015: $119,644Liabilities 2015: $0Net Assets 2015: $119,6442015Assets 2016: $104,146Liabilities 2016: $0Net Assets 2016: $104,1462016Assets 2017: $105,471Liabilities 2017: $0Net Assets 2017: $105,4712017Assets 2018: $103,257Liabilities 2018: $0Net Assets 2018: $103,2572018Assets 2019: $113,763Liabilities 2019: $0Net Assets 2019: $113,7632019Assets 2020: $98,349Liabilities 2020: $0Net Assets 2020: $98,3492020Assets 2021: $100,621Liabilities 2021: $0Net Assets 2021: $100,6212021Assets 2022: $93,711Liabilities 2022: $0Net Assets 2022: $93,7112022Assets 2023: $92,419Liabilities 2023: $0Net Assets 2023: $92,4192023Assets 2024: $91,191Liabilities 2024: $0Net Assets 2024: $91,1912024

Highlighted filing

2018

Assets$103,257
Liabilities$0
Net Assets$103,257
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$20K$10K$0-$10K-$20KExpenses 2011: $2,3172011Revenue 2012: $5,958Expenses 2012: $9,084Net Income 2012: -$3,1262012Revenue 2013: $5,382Expenses 2013: $7,417Net Income 2013: -$2,0352013Revenue 2014: $9,835Expenses 2014: $9,364Net Income 2014: $4712014Revenue 2015: $4,795Expenses 2015: $9,440Net Income 2015: -$4,6452015Revenue 2016: $1,439Expenses 2016: $14,944Net Income 2016: -$13,5052016Revenue 2017: $4,699Expenses 2017: $8,476Net Income 2017: -$3,7772017Revenue 2018: $4,539Expenses 2018: $7,908Net Income 2018: -$3,3692018Revenue 2019: $4,202Expenses 2019: $2,322Net Income 2019: $1,8802019Revenue 2020: $3,604Expenses 2020: $12,923Net Income 2020: -$9,3192020Revenue 2021: $4,321Expenses 2021: $7,549Net Income 2021: -$3,2282021Revenue 2022: $4,432Expenses 2022: $2,379Net Income 2022: $2,0532022Revenue 2023: $3,857Expenses 2023: $7,432Net Income 2023: -$3,5752023Revenue 2024: $4,625Expenses 2024: $3,833Net Income 2024: $7922024

Highlighted filing

2018

Revenue$4,539
Expenses$7,908
Net Income-$3,369
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard DanenTrustee-$1,750-$1,750
Filing and Contact Details

Filer

Filer Name
Hertha Traalum Trust
EIN
56-6609144
In Care Of
% RICHARD A DANEN
Phone
2037552246
Address
500 Putting Green Lane, Oxford, CT 06478

Signing Officer

Name
Richard Danen
Title
Trustee
Phone
2037552246
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Nanavaty Nanavaty & Davenport LLP
Address
123 South Main St Suite 140, Newtown, CT 06470
Preparer
Charles S Nanavaty
Phone
2034268500
Raw XML Appendix305 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0109505
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Music Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Peter Rikenbach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034 Weekeepeemee Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Woodbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006798
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05561
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05263
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05561
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt194
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TAX ON NET INVESTMENT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROBATE COURT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01249
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0MERRILL LYNCH-FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DANEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02037552246
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hertha Traalum Trust
ReturnHeader/Filer/BusinessNameControlTxt0HERT
ReturnHeader/Filer/EIN0566609144
ReturnHeader/Filer/InCareOfNm0% RICHARD A DANEN
ReturnHeader/Filer/PhoneNum02037552246
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 Putting Green Lane
ReturnHeader/Filer/USAddress/CityNm0Oxford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006478
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054A0A925701C74EEF18E4020B627B157C1C891E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D46B3262005B3492E45D525F1E2480D9DAD924C9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006596220191055000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.9.150.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nanavaty Nanavaty & Davenport LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 South Main St Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newtown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006470
ReturnHeader/PreparerPersonGrp/PhoneNum02034268500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles S Nanavaty
ReturnHeader/ReturnTs02019-04-15T09:08:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$103,257
Liabilities
$0
Net assets
$103,257
Revenue
$4,539
Expenses
$7,908
Net income
-$3,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.13$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.15$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.06$0.09$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.02