Civic Intelligence

Helen Daghlian Tr Filing as an Estate Under Section 645

990PF • Fiscal year 2020 • EIN 81-6536444

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 07, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-220%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$13,224

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 40.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

64th percentile

9.0%

Faster asset growth than 64% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-31%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,397,744

Up $115,127 (+9.0%) from 2019

Net Assets

Up

$1,397,744

Up $115,127 (+9.0%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin4th percentile

Revenue

Down

$32,514

Down $14,488 (-31%) from 2019

Expenses

Down

$104,018

Down $46,738 (-31%) from 2019

Net Income

Up

-$71,504

Up $32,250 (+31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th 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: $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

2020

Assets$1,397,744
Liabilities$1
Net Assets$1,397,744
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$32,514
Expenses$104,018
Net Income-$71,504
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MORIARTYTrustee-$13,224-$13,224
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
2021-04-07
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 Appendix243 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/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061308
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FEED THE POOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 UNION STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GALES FERRY
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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/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 POQUONNOCK RD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063404211
ReturnHeader/PreparerPersonGrp/PhoneNum08605369685
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K JONES
ReturnHeader/ReturnTs02021-04-13T15:30:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORIARTY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,397,744
Liabilities
$1
Net assets
$1,397,744
Revenue
$32,514
Expenses
$104,018
Net income
-$71,504
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