Civic Intelligence

Union Street Tavern Trot Inc.

EIN 81-2687499 • 501(c)3 • Windsor, CT

Pub. 78 Eligible

Profile

Public Charity Fund Raising for Donation

20 Maple AvenueWindsor, CT 06095
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

120%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

3.6%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,355

Up $2,378 (+120%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$4,355

Up $2,378 (+120%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin56th percentile

Revenue

Up

$52,378

Up $1,820 (+3.6%) from 2022

Expenses

Down

$50,000

Down $3,000 (-5.7%) from 2022

Net Income

Up

$2,378

Up $4,820 (+197%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2016: $305Liabilities 2016: $02016Assets 2017: $1,053Liabilities 2017: $02017Assets 2018: $1,012Liabilities 2018: $02018Assets 2019: $1,398Liabilities 2019: $02019Assets 2020: $2,643Liabilities 2020: $02020Assets 2021: $4,419Liabilities 2021: $0Net Assets 2021: $4,4192021Assets 2022: $1,977Liabilities 2022: $0Net Assets 2022: $1,9772022Assets 2023: $4,355Liabilities 2023: $0Net Assets 2023: $4,3552023

Highlighted filing

2023

Assets$4,355
Liabilities$0
Net Assets$4,355
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2016: $46,805Expenses 2016: $46,500Net Income 2016: $3052016Revenue 2017: $46,248Expenses 2017: $45,500Net Income 2017: $7482017Revenue 2018: $51,959Expenses 2018: $52,000Net Income 2018: -$412018Revenue 2019: $60,386Expenses 2019: $60,000Net Income 2019: $3862019Revenue 2020: $22,245Expenses 2020: $21,000Net Income 2020: $1,2452020Revenue 2021: $51,776Expenses 2021: $50,000Net Income 2021: $1,7762021Revenue 2022: $50,558Expenses 2022: $53,000Net Income 2022: -$2,4422022Revenue 2023: $52,378Expenses 2023: $50,000Net Income 2023: $2,3782023

Highlighted filing

2023

Revenue$52,378
Expenses$50,000
Net Income$2,378
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$4,355
Liabilities
$0
Net assets
$4,355
Revenue
$52,378
Expenses
$50,000
Net income
$2,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$52.4$50.0$2.38
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$50.6$53.0$2.44
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$51.8$50.0$1.78
2020Summary only. Only limited summary data is available for this year.$2.64$0.00$22.2$21.0$1.25
2019Summary only. Only limited summary data is available for this year.$1.40$0.00$60.4$60.0$0.39
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$52.0$52.0$0.04
2017Summary only. Only limited summary data is available for this year.$1.05$0.00$46.2$45.5$0.75
2016Summary only. Only limited summary data is available for this year.$0.31$0.00$46.8$46.5$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2023
Return Version
2023v5.0
Gross Receipts
$86,327
Mission and Program Overview

Mission

Public Charity Fund Raising for Donation

Program Services

DescriptionGrantsExpenses
Grant Donation to Alexs lemonade Stand Foudation Inc(an exempt organization funding pediatric cancer research--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael P DeneenTreasurer-$0--
Timothy J FitzgeraldSecretary-$0--
Samir DoshiVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Road Race----
Filing and Contact Details

Filer

Filer Name
Union Street Tavern Trot Inc
EIN
81-2687499
Address
20 Maple Avenue, Windsor, CT 06095

Signing Officer

Name
Timothy Fitzgerald
Title
Secretary
Phone
8605739797
Signed
2023-05-01
Discuss with paid preparer
No

Preparer

Firm
Connecticut CPA Associates
Address
34 Bloomfield Ave, Windsor, CT 06095
Preparer
Bart D Giustina
Phone
8606838436
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Fund Raising from Road Race Grantee Alexs Lemonade Stand Foundation InStreet 333 E Lancaster Ave No 414 City, State, Zip Wynnewood, PA 19096Relationship Beneficiary Amount 50,000”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Timothy Fitzgerald
IRS990EZ/BooksInCareOfDetail/PhoneNum08605739797
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020 Maple Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Windsor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055553
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02378
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01977
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04355
IRS990EZ/FundraisingGrossIncomeAmt030762
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050000
IRS990EZ/GrossReceiptsAmt086327
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01977
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01977
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04355
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael P Deneen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Timothy J Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Samir Doshi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public Charity Fund Raising for Donation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grant Donation to Alexs lemonade Stand Foudation Inc(an exempt organization funding pediatric cancer research
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033949
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3187
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050000
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt052378
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0215783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0127280
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0343063
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077240
IRS990ScheduleA/Total509Grp/TotalAmt0343063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077240
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0343063
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Road Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Fund Raising from Road Race Grantee Alexs Lemonade Stand Foundation InStreet 333 E Lancaster Ave No 414 City, State, Zip Wynnewood, PA 19096Relationship Beneficiary Amount 50,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Timothy Fitzgerald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08605739797
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Union Street Tavern Trot Inc
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0812687499
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Maple Avenue
ReturnHeader/Filer/USAddress/CityNm0Windsor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208213200
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Connecticut CPA Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034 Bloomfield Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006095
ReturnHeader/PreparerPersonGrp/PhoneNum08606838436
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bart D Giustina
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-01T11:08:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Timothy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fitzgerald
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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