Civic Intelligence

Joseph D Loconti Foundation

990PF • Fiscal year 2020 • EIN 83-2623601

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization Profile
62 Colin DriveManchester, NH 03103

(570) 876-2300

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$6,731,766

Up $444,628 (+7.1%) from 2019

Net Assets

Up

$6,731,766

Up $444,628 (+7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin82nd percentile

Revenue

Down

$1,287,849

Down $4,999,289 (-80%) from 2019

Expenses

Up

$843,221

Up $843,221 from 2019

Net Income

Down

$444,628

Down $5,842,510 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $6,287,138Liabilities 2019: $0Net Assets 2019: $6,287,1382019Assets 2020: $6,731,766Liabilities 2020: $0Net Assets 2020: $6,731,7662020Assets 2021: $6,839,422Liabilities 2021: $1Net Assets 2021: $6,839,4222021Assets 2022: $6,085,801Liabilities 2022: $1Net Assets 2022: $6,085,8012022Assets 2023: $6,288,603Liabilities 2023: $1Net Assets 2023: $6,288,6032023Assets 2024: $5,998,350Liabilities 2024: $1Net Assets 2024: $5,998,3502024Assets 2025: $6,074,297Liabilities 2025: $0Net Assets 2025: $6,074,2972025

Highlighted filing

2020

Assets$6,731,766
Liabilities$0
Net Assets$6,731,766
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $6,287,138Expenses 2019: $0Net Income 2019: $6,287,1382019Revenue 2020: $1,287,849Expenses 2020: $843,221Net Income 2020: $444,6282020Revenue 2021: $287,792Expenses 2021: $180,136Net Income 2021: $107,6562021Revenue 2022: $279,310Expenses 2022: $1,032,931Net Income 2022: -$753,6212022Revenue 2023: $226,620Expenses 2023: $23,818Net Income 2023: $202,8022023Revenue 2024: $240,738Expenses 2024: $530,991Net Income 2024: -$290,2532024Revenue 2025: $304,886Expenses 2025: $228,939Net Income 2025: $75,9472025

Highlighted filing

2020

Revenue$1,287,849
Expenses$843,221
Net Income$444,628
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO ANNE GARVEYTrustee-$0--
RACHAEL GARVEYTrustee-$0--
JOSEPH ROSSITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph D Loconti Foundation
EIN
83-2623601
Phone
5708762300
Address
62 COLIN DRIVE, MANCHESTER, NH 03103

Signing Officer

Name
Jo Anne Garvey
Title
Trustee
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
ROBERT ROSSI and CO
Address
299 Main St 2nd Flr, Olyphant, PA 18447
Preparer
Joseph Rossi CPA
Phone
5708762300
Raw XML Appendix263 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0295716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0295716
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0810000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0295716
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0295716
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0190683
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Registration Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026215
TaxesSchedule/TaxesDetail/Amt03031
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JO ANNE GARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH D LOCONTI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0832623601
ReturnHeader/Filer/PhoneNum05708762300
ReturnHeader/Filer/USAddress/AddressLine1Txt062 COLIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232385520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT ROSSI and CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0299 Main St 2nd Flr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Olyphant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018447
ReturnHeader/PreparerPersonGrp/PhoneNum05708762300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH ROSSI CPA
ReturnHeader/ReturnTs02020-11-10T16:55:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,731,766
Liabilities
$0
Net assets
$6,731,766
Revenue
$1,287,849
Expenses
$843,221
Net income
$444,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.30$0.23$0.08
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.24$0.53$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.23$0.02$0.20
2022Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.28$1.03$0.75
2021Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.29$0.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$1.29$0.84$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$6.29$0.00$6.29