Civic Intelligence

The Copley Fund

990PF • Fiscal year 2019 • EIN 03-6006013

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

Organization Profile
PO Box 696Morrisville, VT 05661-0696

(802) 888-2000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

8th percentile

-18%

Faster asset growth than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$548,250

Down $123,556 (-18%) from 2018

Net Assets

Down

$548,250

Down $123,556 (-18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin13th percentile

Revenue

Up

$351,313

Up $81,173 (+30%) from 2018

Expenses

Up

$474,639

Up $201,871 (+74%) from 2018

Net Income

Down

-$123,326

Down $120,698 (-4593%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.0M$500K$0Assets 2011: $803,927Liabilities 2011: $02011Assets 2012: $797,988Liabilities 2012: $02012Assets 2013: $786,464Liabilities 2013: $02013Assets 2014: $773,648Liabilities 2014: $02014Assets 2015: $753,229Liabilities 2015: $02015Assets 2016: $711,703Liabilities 2016: $0Net Assets 2016: $711,7032016Assets 2018: $671,806Liabilities 2018: $0Net Assets 2018: $671,8062018Assets 2019: $548,250Liabilities 2019: $0Net Assets 2019: $548,2502019Assets 2020: $475,581Liabilities 2020: $0Net Assets 2020: $475,5812020Assets 2021: $498,954Liabilities 2021: $0Net Assets 2021: $498,9542021Assets 2022: $540,862Liabilities 2022: $0Net Assets 2022: $540,8622022Assets 2023: $541,576Liabilities 2023: $0Net Assets 2023: $541,5762023Assets 2024: $624,812Liabilities 2024: $0Net Assets 2024: $624,8122024

Highlighted filing

2019

Assets$548,250
Liabilities$0
Net Assets$548,250
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $184,915Expenses 2011: $202,194Net Income 2011: -$17,2792011Revenue 2012: $205,943Expenses 2012: $211,882Net Income 2012: -$5,9392012Revenue 2013: $206,362Expenses 2013: $217,887Net Income 2013: -$11,5252013Revenue 2014: $226,924Expenses 2014: $239,740Net Income 2014: -$12,8162014Revenue 2015: $239,016Expenses 2015: $258,714Net Income 2015: -$19,6982015Revenue 2016: $208,711Expenses 2016: $250,237Net Income 2016: -$41,5262016Revenue 2018: $270,140Expenses 2018: $272,768Net Income 2018: -$2,6282018Revenue 2019: $351,313Expenses 2019: $474,639Net Income 2019: -$123,3262019Revenue 2020: $301,426Expenses 2020: $374,010Net Income 2020: -$72,5842020Revenue 2021: $291,954Expenses 2021: $268,273Net Income 2021: $23,6812021Revenue 2022: $299,312Expenses 2022: $256,679Net Income 2022: $42,6332022Revenue 2023: $283,199Expenses 2023: $282,485Net Income 2023: $7142023Revenue 2024: $348,709Expenses 2024: $265,473Net Income 2024: $83,2362024

Highlighted filing

2019

Revenue$351,313
Expenses$474,639
Net Income-$123,326
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard C Sargent EsqTrustee-$0--
Gloria WingTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Copley Fund
EIN
03-6006013
Phone
8028882000
Address
PO Box 696, Morrisville, VT 05661-0696

Signing Officer

Name
Richard C Sargent
Title
Trustee
Phone
8028882000
Signed
2020-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Fitts Olson & Giddings PLC
Address
16 High St, Brattleboro, VT 05301
Preparer
Jean Brewster Giddings
Phone
8022542345
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Huntington Bancshares 364 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77IAA Inc 89 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Insperity Inc 32 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Nisource Inc 155 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Nuvasive Inc 107 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PBF Energy Inc 127 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87Pioneer Natural Resources Co 34 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PPL Corporation 110 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SS&C Technologies Hldgs Inc 91 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91Store Capital Corporation 150 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Sun Communities Inc 57 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Sysco Corp 65 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94Ubiquiti Inc 19 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96United Bankshares Inc 84 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97Waters Corp 23 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99XCEL Energy Inc 67 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100Zimmer Biomet Holdings Inc 49 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101Union Bankshares Inc 162000 sh
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0216745
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0132739
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt026
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0349510
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0349510
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0132739
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0451322
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0451322
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0216745
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0216745
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-123326
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0420235
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01813
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01813
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0132739
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0332638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014941
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014941
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0451322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0474639
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0349510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0351313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016872
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt069123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1218373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1115701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1115701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt086161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1334074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0132739
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-123326
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0-230
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0548250
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0671806
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0548250
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0348571
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0348571
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0348571
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0351897
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03326
IRS990PF/DistributableAmountGrp/TotalTaxAmt03326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-5012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05012

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Filings

Displayed year

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

Open filing
Assets
$548,250
Liabilities
$0
Net assets
$548,250
Revenue
$351,313
Expenses
$474,639
Net income
-$123,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$3.49$2.65$0.83
2023Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$2.83$2.82$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$2.99$2.57$0.43
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$2.92$2.68$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$3.01$3.74$0.73
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$3.51$4.75$1.23
2018Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.70$2.73$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$2.09$2.50$0.42
2015Summary only. Only limited summary data is available for this year.$7.53$0.00$2.39$2.59$0.20
2014Summary only. Only limited summary data is available for this year.$7.74$0.00$2.27$2.40$0.13
2013Summary only. Only limited summary data is available for this year.$7.86$0.00$2.06$2.18$0.12
2012Summary only. Only limited summary data is available for this year.$7.98$0.00$2.06$2.12$0.06
2011Summary only. Only limited summary data is available for this year.$8.04$0.00$1.85$2.02$0.17