Civic Intelligence

Flavia P Finucane Charitable Tr

990PF • Fiscal year 2016 • EIN 65-6403003

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 09, 2016

Organization Profile
59 Merrimac DriveTrumbull, CT 06611

(203) 261-6781

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-77%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-10.0%

Faster asset growth than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$397,260

Down $44,094 (-10.0%) from 2015

Net Assets

Down

$397,260

Down $44,094 (-10.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Down

$19,977

Down $5,510 (-22%) from 2015

Expenses

Down

$35,302

Down $67 (-0.2%) from 2015

Net Income

Down

-$15,325

Down $5,443 (-55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2016

Assets$397,260
Liabilities$0
Net Assets$397,260
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

2016

Revenue$19,977
Expenses$35,302
Net Income-$15,325
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER J KOEHMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Finucane Flavia P Charitable Tr
EIN
65-6403003
Phone
2032616781
Address
59 MERRIMAC DRIVE, TRUMBULL, CT 06611

Signing Officer

Name
Christopher J Koehm
Title
Trustee
Phone
2032616781
Signed
2016-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Christopher J Koehm CPA
Address
59 Merrimac Drive, Trumbull, CT 06611-1725
Preparer
Christopher J Koehm CPA
Phone
2032616781
Raw XML Appendix282 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0337895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0356935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019970
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019977
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019977
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03125
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019970
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019970
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09675
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07177
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010302
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0578186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-28768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-28768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0549418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-28768
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-28768
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15325
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt028769
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0426029
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0441354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0397260
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020310
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020310
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020310
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020504
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0194
IRS990PF/DistributableAmountGrp/TotalTaxAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-317
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0317
IRS990PF/FMVAssetsEOYAmt0416300
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0441354
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0433033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0337895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0356935
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08321
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt059365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt059365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0441354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0416300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0441354
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0441354
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0397260
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0416319
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022733
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0393586
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06245
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020504
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0410074
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0416319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTOPHER J KOEHM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt059 MERRIMAC DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TRUMBULL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt057991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt058088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt076340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0157218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt059546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.141417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.163817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.105613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.298863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.082895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0410074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0447232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0466009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0520767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0526053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0718328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.707087
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt059 MERRIMAC DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TRUMBULL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0066111725
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02032616781
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER ALONG WITH A DESCRIPTION OF THEIR PURPOSE, A FINANCIAL STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1AND LATEST FORM 990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1CHRISTOPHER J KOEHM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02032616781
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum12032616781
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt059 MERRIMAC DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt159 MERRIMAC DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TRUMBULL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1TRUMBULL
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1CT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd106611
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITIES INVOLVED IN EDUCATION PURPOSES, LIBRARY PURPOSES, AND/OR ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1THAT ASSIST FAMILIES AND WOMEN AND CHILDREN AND THAT THOSE ORGANIZATIONS BE THOSE THAT SUPPORT THE ABOVE PURPOSES OR GOALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 30
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL MATERIALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MERCY LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ACADEMY OF OUR LADY OF MERCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0637 PARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106460
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt020310
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0131679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023231
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023231
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0223210
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0131679
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04690
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0246441
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0241751
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt128769
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CAPITAL LOSS
TaxesSchedule/TaxesDetail/Amt06541
TaxesSchedule/TaxesDetail/Amt1636
TaxesSchedule/TaxesDetail/CategoryTxt0ADVISORY FEES
TaxesSchedule/TaxesDetail/CategoryTxt1INSURANCE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06541
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1636
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER J KOEHM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032616781
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINUCANE FLAVIA P CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0FINU
ReturnHeader/Filer/EIN0656403003
ReturnHeader/Filer/PhoneNum02032616781
ReturnHeader/Filer/USAddress/AddressLine1Txt059 MERRIMAC DRIVE
ReturnHeader/Filer/USAddress/CityNm0TRUMBULL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christopher J Koehm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 Merrimac Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Trumbull
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0066111725
ReturnHeader/PreparerPersonGrp/PhoneNum02032616781
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J KOEHM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-17T11:24:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,260
Liabilities
$0
Net assets
$397,260
Revenue
$19,977
Expenses
$35,302
Net income
-$15,325
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits