Civic Intelligence

The 1864 Fund Inc

990 • Fiscal year 2021 • EIN 82-2934099

Jul 01, 2020 to Jun 30, 2021 • Filed on May 06, 2022

Organization ProfileN/A
763 Burnside AvenueEast Hartford, CT 06108

(860) 310-3209

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

25%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$81,875

Down $63,965 (-44%) from 2020

Net Assets

Down

$81,875

Down $63,965 (-44%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin22nd percentile

Revenue

Up

$461,989

Up $91,701 (+25%) from 2020

Expenses

Up

$525,954

Up $296,838 (+130%) from 2020

Net Income

Down

-$63,965

Down $205,137 (-145%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2019: $4,668Liabilities 2019: $02019Assets 2020: $145,840Liabilities 2020: $0Net Assets 2020: $145,8402020Assets 2021: $81,875Liabilities 2021: $0Net Assets 2021: $81,8752021Assets 2022: $10,017Liabilities 2022: $4,239Net Assets 2022: $5,7782022

Highlighted filing

2021

Assets$81,875
Liabilities$0
Net Assets$81,875
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $142,043Expenses 2019: $137,375Net Income 2019: $4,6682019Revenue 2020: $370,288Expenses 2020: $229,116Net Income 2020: $141,1722020Revenue 2021: $461,989Expenses 2021: $525,954Net Income 2021: -$63,9652021Revenue 2022: $824,931Expenses 2022: $901,028Net Income 2022: -$76,0972022

Highlighted filing

2021

Revenue$461,989
Expenses$525,954
Net Income-$63,965
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 6, 2022
Return Version
2020v4.2
Gross Receipts
$461,989
Mission and Program Overview

Mission

To provide qualified tuition and related expenses to needy individuals who shall be part or full time students at an educational organization.

The corporation is organized and shall be operated exclusively for charitable and educational purposes. In furtherance of the foregoing purposes the corporation shall provide qualified tuition and related expenses to needy individuals who shall be part or full time students at career training specialists, llc d/b/a stone academy of east hartford, connecticut.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$141,172$77,207▼ $63,965
Cash and Non-Interest-Bearing Accounts$102,941$70,780▼ $32,161
Cap Stk Tr Prin Current Funds$4,668$4,668→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$145,840$81,875▼ $63,965
Other Assets Total$42,899$11,095▼ $31,804
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$145,840$81,875▼ $63,965
Total Liabilities and Net Assets / Fund Balance$145,840$81,875▼ $63,965

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$11,095--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Brian LoretzPresident
Gary EvansVice President
William KuntzSecretary
Matthew ChmielewskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$461,989
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$461,989
Change in Net Assets
$-63,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$524,656
Other Expenses$1,298
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$524,656--$524,656
Fees for Services Other-$1,298-$1,298
Total Functional Expenses$524,656$1,298$0$525,954
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Reviewed by finance department”

Form 990, Part VI, Section B, line 12C

“ANNUAL REPORTING”

Form 990, Part VI, Section C, line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The 1864 Fund Inc
EIN
82-2934099
Phone
8603103209
Address
763 BURNSIDE AVENUE, EAST HARTFORD, CT 06108

Signing Officer

Name
Brian Loretz
Title
President
Phone
8603103209
Signed
2022-05-06

Organization Details

Principal Officer
Brian Loretz
Formed
2017
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Owens & Company LLC
Address
695 BLOOMFIELD AVENUE, BLOOMFIELD, CT 06002
Preparer
Thomas F Owens Jr
Phone
8607696950
Raw XML Appendix299 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
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ReturnHeader/Filer/EIN0822934099
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ReturnHeader/PreparerPersonGrp/PhoneNum08607696950
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T13:13:48-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LORETZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,875
Liabilities
$0
Net assets
$81,875
Revenue
$461,989
Expenses
$525,954
Net income
-$63,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.04$0.06$8.25$9.01$0.76
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$4.62$5.26$0.64
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$3.70$2.29$1.41
2019Summary only. Only limited summary data is available for this year.$0.05$0.00$1.42$1.37$0.05