Civic Intelligence

Helen Daghlian Tr Filing as an Estate Under Section 645

990PF • Fiscal year 2018 • EIN 81-6536444

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 16, 2019

Organization Profile
86 DenisonMystic, CT 06355

(860) 536-9685

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$12,399

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,189,854

No earlier filing loaded for comparison.

Net Assets

$1,189,854

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin88th percentile

Revenue

$70,858

No earlier filing loaded for comparison.

Expenses

$39,325

No earlier filing loaded for comparison.

Net Income

$31,533

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,189,854Liabilities 2018: $0Net Assets 2018: $1,189,8542018Assets 2019: $1,282,617Liabilities 2019: $1Net Assets 2019: $1,282,6172019Assets 2020: $1,397,744Liabilities 2020: $1Net Assets 2020: $1,397,7442020Assets 2021: $1,565,529Liabilities 2021: $1Net Assets 2021: $1,565,5292021Assets 2022: $1,242,908Liabilities 2022: $1Net Assets 2022: $1,242,9082022Assets 2023: $1,348,149Liabilities 2023: $1Net Assets 2023: $1,335,1752023Assets 2024: $1,500,527Liabilities 2024: $0Net Assets 2024: $1,500,5272024

Highlighted filing

2018

Assets$1,189,854
Liabilities$0
Net Assets$1,189,854
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2018: $70,858Expenses 2018: $39,325Net Income 2018: $31,5332018Revenue 2019: $47,002Expenses 2019: $150,756Net Income 2019: -$103,7542019Revenue 2020: $32,514Expenses 2020: $104,018Net Income 2020: -$71,5042020Revenue 2021: $38,372Expenses 2021: $31,290Net Income 2021: $7,0822021Revenue 2022: $30,851Expenses 2022: $42,652Net Income 2022: -$11,8012022Revenue 2023: $39,353Expenses 2023: $115,583Net Income 2023: -$76,2302023Revenue 2024: $56,333Expenses 2024: $110,027Net Income 2024: -$53,6942024

Highlighted filing

2018

Revenue$70,858
Expenses$39,325
Net Income$31,533
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MORIARTYTrustee-$12,399-$12,399
Filing and Contact Details

Filer

Filer Name
Helen Daghlian Trust
EIN
81-6536444
Address
86 DENISON, MYSTIC, CT 06355

Signing Officer

Name
Sarah Moriarty
Title
Trustee
Phone
8605728585
Signed
2019-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
1041 POQUONNOCK RD, GROTON, CT 06340-4211
Preparer
Susan K Jones
Phone
8605369685
Raw XML Appendix253 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-4395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3732
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-4395
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NOMINEE TO EIN 81-6647680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NOMINEE TO EIN 81-6647680
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02074
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt023912
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13962
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WELLS FARGO CLEARING SERVICES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SYMETRA LIFE INSURANCE
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13962
TaxesSchedule/TaxesDetail/Amt0852
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MORIARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605728585
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN DAGHLIAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0816536444
ReturnHeader/Filer/USAddress/AddressLine1Txt086 DENISON
ReturnHeader/Filer/USAddress/CityNm0MYSTIC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006355
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C97D4A090AD480F988CB8861E82489E823F900AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB208F77E20E3C0E2B329319B012D99439EA4ACD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.211.71.176
ReturnHeader/FilingSecurityInformation/IPDt02019-09-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:21:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 POQUONNOCK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063404211
ReturnHeader/PreparerPersonGrp/PhoneNum08605369685
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K JONES
ReturnHeader/ReturnTs02019-09-02T10:21:33-05:00
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
$1,189,854
Liabilities
$0
Net assets
$1,189,854
Revenue
$70,858
Expenses
$39,325
Net income
$31,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.34$0.04$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.04$0.03