Civic Intelligence

Hertha Traalum Trust

990PF • Fiscal year 2023 • EIN 56-6609144

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 01, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-93%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 45.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$92,419

Down $1,292 (-1.4%) from 2022

Net Assets

Down

$92,419

Down $1,292 (-1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Down

$3,857

Down $575 (-13%) from 2022

Expenses

Up

$7,432

Up $5,053 (+212%) from 2022

Net Income

Down

-$3,575

Down $5,628 (-274%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$92,419
Liabilities$0
Net Assets$92,419
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$3,857
Expenses$7,432
Net Income-$3,575
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th 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
2024-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Nanavaty Davenport Studley White
Address
123 South Main St Suite 140, Newtown, CT 06470
Preparer
Christopher G Farrington
Phone
2034268500
Raw XML Appendix249 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0Richard Danen
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0FIDUCIARY SERVICES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt092419
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt093711
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt088518
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01396
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt091670
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessNameControlTxt0HERT
ReturnHeader/Filer/EIN0566609144
ReturnHeader/Filer/InCareOfNm0% RICHARD A DANEN
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006478
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nanavaty Davenport Studley White
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/PreparerPersonNm0Christopher G Farrington
ReturnHeader/ReturnTs02024-04-06T18:11:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,419
Liabilities
$0
Net assets
$92,419
Revenue
$3,857
Expenses
$7,432
Net income
-$3,575
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