Civic Intelligence

The 1864 Fund Inc

EIN 82-2934099 • 501(c)3 • East Hartford, CT

Profile

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

763 Burnside AvenueEast Hartford, CT 06108

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.42x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

25th percentile

-9.2%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-88%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

79%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$10,017

Down $71,858 (-88%) from 2021

Liabilities

Up

$4,239

Up $4,239 from 2021

Net Assets

Down

$5,778

Down $76,097 (-93%) from 2021

Operations
Liabilities / Revenue41st percentileNet Margin25th percentile

Revenue

Up

$824,931

Up $362,942 (+79%) from 2021

Expenses

Up

$901,028

Up $375,074 (+71%) from 2021

Net Income

Down

-$76,097

Down $12,132 (-19%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$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

2022

Assets$10,017
Liabilities$4,239
Net Assets$5,778
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$824,931
Expenses$901,028
Net Income-$76,097
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,017
Liabilities
$4,239
Net assets
$5,778
Revenue
$824,931
Expenses
$901,028
Net income
-$76,097
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$824,931
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
Cash and Non-Interest-Bearing Accounts$70,780$10,017▼ $60,763
Cap Stk Tr Prin Current Funds$4,668$4,668→ $0
Rtn Earn Endowment Incm Other Fnds$77,207$1,110▼ $76,097
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Other Assets Total$11,095$0▼ $11,095
Total Assets$81,875$10,017▼ $71,858
Liabilities
Other Liabilities$0$4,239▲ $4,239
Total Liabilities$0$4,239▲ $4,239
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,875$5,778▼ $76,097
Total Liabilities and Net Assets / Fund Balance$81,875$10,017▼ $71,858
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$806,269
Program Service Revenue
$18,662
Investment Income
$0
Other Revenue
$0
All Other Contributions
$806,269
Change in Net Assets
$-76,097

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$565,580Barter at Cash Value
Total Noncash Contributions2$565,580-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$897,568
Other Expenses$3,460
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$897,568--$897,568
Fees for Services Other-$3,019-$3,019
Other Expenses-$441-$441
Total Functional Expenses$897,568$3,460$0$901,028
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Barter credits$4,239
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
2023-05-10

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 Appendix324 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/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE 1864 FUND INC
ReturnHeader/Filer/BusinessNameControlTxt01864
ReturnHeader/Filer/EIN0822934099
ReturnHeader/Filer/PhoneNum08603103209
ReturnHeader/Filer/USAddress/AddressLine1Txt0763 BURNSIDE AVENUE
ReturnHeader/Filer/USAddress/CityNm0EAST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061372270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OWENS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0695 BLOOMFIELD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006002
ReturnHeader/PreparerPersonGrp/PhoneNum08607696950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas F Owens Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-12T16:50:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Loretz
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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