Civic Intelligence

Helen Daghlian Tr Filing as an Estate Under Section 645

990PF • Fiscal year 2019 • EIN 81-6536444

Jan 01, 2019 to Dec 31, 2019 • Filed on May 26, 2020

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-221%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$13,002

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

66th percentile

7.8%

Faster asset growth than 66% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,282,617

Up $92,763 (+7.8%) from 2018

Net Assets

Up

$1,282,617

Up $92,763 (+7.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Down

$47,002

Down $23,856 (-34%) from 2018

Expenses

Up

$150,756

Up $111,431 (+283%) from 2018

Net Income

Down

-$103,754

Down $135,287 (-429%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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: $0Net 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

2019

Assets$1,282,617
Liabilities$0
Net Assets$1,282,617
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

2019

Revenue$47,002
Expenses$150,756
Net Income-$103,754
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 26, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MORIARTYTrustee-$13,002-$13,002
Filing and Contact Details

Filer

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

Signing Officer

Name
Sarah Moriarty
Title
Trustee
Phone
8605728585
Signed
2020-05-26
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 Appendix296 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063970
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039886
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063970
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027144
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027144
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027144
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027144
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039886
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04069
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WELLS FARGO INVESTMENT EXPENS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04069
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03962
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SYMETRA LIFE INSURANCE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03962
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0196517
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN INVESTMENT VALUE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt017
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1818
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt1818
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID - WELLS FARGO
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID - JANNEY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1818
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MORIARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605728585
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN M DAGHLIAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAGHLIAN
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/AtSubmissionCreationDeviceId0FD9F6856466B424C204CFBA6ECD9350DBB5F56CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD9F6856466B424C204CFBA6ECD9350DBB5F56CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.211.71.176
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:39:33
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/PreparationDt02020-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K JONES
ReturnHeader/ReturnTs02020-06-16T10:39:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,282,617
Liabilities
$0
Net assets
$1,282,617
Revenue
$47,002
Expenses
$150,756
Net income
-$103,754
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