Civic Intelligence

Flavia P Finucane Charitable Tr

990PF • Fiscal year 2012 • EIN 65-6403003

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 10, 2012

Organization Profile
59 Merrimac Drive06611
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$488,333

Down $119,396 (-20%) from 2011

Net Assets

Down

$488,333

Down $119,396 (-20%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$168,726

Up $86,663 (+106%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$800K$600K$400K$200K$0Assets 2011: $607,729Liabilities 2011: $0Net Assets 2011: $607,7292011Assets 2012: $488,333Liabilities 2012: $0Net Assets 2012: $488,3332012Assets 2013: $459,786Liabilities 2013: $0Net Assets 2013: $459,7862013Assets 2014: $450,948Liabilities 2014: $0Net Assets 2014: $450,9482014Assets 2015: $441,354Liabilities 2015: $0Net Assets 2015: $441,3542015Assets 2016: $397,260Liabilities 2016: $0Net Assets 2016: $397,2602016Assets 2017: $299,910Liabilities 2017: $0Net Assets 2017: $299,9102017Assets 2018: $191,003Liabilities 2018: $0Net Assets 2018: $191,0032018Assets 2020: $151,546Liabilities 2020: $0Net Assets 2020: $151,5462020Assets 2021: $134,203Liabilities 2021: $0Net Assets 2021: $134,2032021Assets 2022: $112,327Liabilities 2022: $0Net Assets 2022: $112,3272022Assets 2023: $91,412Liabilities 2023: $0Net Assets 2023: $91,4122023Assets 2024: $65,544Liabilities 2024: $12024Assets 2025: $50,445Liabilities 2025: $0Net Assets 2025: $50,4452025

Highlighted filing

2012

Assets$488,333
Liabilities$0
Net Assets$488,333
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2011: $82,0632011Expenses 2012: $168,7262012Expenses 2013: $66,5212013Revenue 2014: $18,450Expenses 2014: $87,572Net Income 2014: -$69,1222014Revenue 2015: $25,487Expenses 2015: $35,369Net Income 2015: -$9,8822015Revenue 2016: $19,977Expenses 2016: $35,302Net Income 2016: -$15,3252016Revenue 2017: $5,695Expenses 2017: $133,831Net Income 2017: -$128,1362017Revenue 2018: $4,538Expenses 2018: $129,118Net Income 2018: -$124,5802018Revenue 2020: $3,514Expenses 2020: $28,003Net Income 2020: -$24,4892020Revenue 2021: $2,661Expenses 2021: $42,101Net Income 2021: -$39,4402021Revenue 2022: $2,427Expenses 2022: $27,722Net Income 2022: -$25,2952022Revenue 2023: $2,085Expenses 2023: $27,516Net Income 2023: -$25,4312023Revenue 2024: $1,833Expenses 2024: $36,695Net Income 2024: -$34,8622024Revenue 2025: $1,620Expenses 2025: $26,298Net Income 2025: -$24,6782025

Highlighted filing

2012

Revenue-
Expenses$168,726
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER J KOEHMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantACADEMY OF OUR LADY OF MERCYEDUCATIONPUBLICMILFORD, CT, US$157,600
Paid GrantTHE MERCY LEARNING CENTEREDUCATIONAL MATERIALSPUBLICBPT, CT, US$0
Filing and Contact Details

Filer

EIN
65-6403003
Raw XML Appendix274 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.

Path#Value
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases036162
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0488333
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted025921
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj025921
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IRS990PF/DistributableAmount/MinimumInvestmentReturn026303
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0382
IRS990PF/DistributableAmount/TotalTax0382
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0218
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0382
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0218
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0382
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0382
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0505148
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0534064
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances093402
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0440662
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08011
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn026303
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0526053
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0534064
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHRISTOPHER J KOEHM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1059 MERRIMAC DR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006611
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct029782
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets029400
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.055887
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.082895
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.094144
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.036947
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.040375
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0382
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5042942
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.279435
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0157218
IRS990PF/QualifyingDistributions/ExpensesAndContributions0157600
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0382
IRS990PF/QualifyingDistributions/QualifyingDistributions0157600
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02032616781
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1059 MERRIMAC DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TRUMBULL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0066111725
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0A LETTER ALONG WITH A DESCRIPTION OF THEIR PURPOSE, A FINANCIAL STATEMENT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1AND LATEST FORM 990
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1CHRISTOPHER J KOEHM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02032616781
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber12032616781
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1159 MERRIMAC DRIVE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1CT
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode106611
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHARITIES INVOLVED IN EDUCATION PURPOSES, LIBRARY PURPOSES, AND/OR ORGANIZATIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1THAT ASSIST FAMILIES AND WOMEN AND CHILDREN AND THAT THOSE ORGANIZATIONS BE THOSE THAT SUPPORT THE ABOVE PURPOSES OR GOALS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 30
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1157600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL MATERIALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE MERCY LEARNING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ACADEMY OF OUR LADY OF MERCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10637 PARK AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11200 HIGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106460
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0157600
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover023231
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncreasesSchedule/OtherIncreases/Amount036162
OtherIncreasesSchedule/OtherIncreases/Description0CAPITAL GAIN NET INCOME
TaxesSchedule/Taxes/Amount06317
TaxesSchedule/Taxes/Amount1270
TaxesSchedule/Taxes/Amount21154
TaxesSchedule/Taxes/Category0ADVISORY FEES
TaxesSchedule/Taxes/Category1INSURANCE
TaxesSchedule/Taxes/Category2FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/NetInvestmentIncome06317
TaxesSchedule/Taxes/NetInvestmentIncome1270
TaxesSchedule/Taxes/NetInvestmentIncome21154
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0656403003
ReturnHeader/Filer/Name/BusinessNameLine10FINUCANE FLAVIA P CHARITABLE TR
ReturnHeader/Filer/NameControl0FINU
ReturnHeader/Filer/Phone02032616781
ReturnHeader/Filer/USAddress/AddressLine1059 MERRIMAC DRIVE
ReturnHeader/Filer/USAddress/City0TRUMBULL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006611
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-10
ReturnHeader/Officer/Name0CHRISTOPHER J KOEHM
ReturnHeader/Officer/Phone02032616781
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-11-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHRISTOPHER J KOEHM CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1059 MERRIMAC DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TRUMBULL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0066111725
ReturnHeader/Preparer/Name0CHRISTOPHER J KOEHM
ReturnHeader/Preparer/Phone02032616781
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-11T05:33:27-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,333
Liabilities
$0
Net assets
$488,333
Revenue
-
Expenses
$168,726
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.26$0.25
2024Summary only. Only limited summary data is available for this year.$0.66$0.00$0.02$0.37$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.02$0.28$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.28$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.42$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.04$0.28$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.05$1.29$1.25
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.06$1.34$1.28
2016Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.20$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.25$0.35$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.18$0.88$0.69
2013Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.67
2012Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.69
2011Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.82