Civic Intelligence

Woodbury Fund Inc.

990PF • Fiscal year 2012 • EIN 04-3198227

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

Organization Profile
21570 Schoolhouse CT20148
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

81st percentile

$75,000

Higher top officer pay than 81% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

29th percentile

-1.9%

Faster asset growth than 29% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$11,570,300

Down $226,036 (-1.9%) from 2011

Net Assets

Down

$11,570,197

Down $225,594 (-1.9%) from 2011

Liabilities

Down

$103

Down $442 (-81%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$325,278

Down $120,240 (-27%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2010: $11,588,136Liabilities 2010: $0Net Assets 2010: $11,588,1362010Assets 2011: $11,796,336Liabilities 2011: $545Net Assets 2011: $11,795,7912011Assets 2012: $11,570,300Liabilities 2012: $103Net Assets 2012: $11,570,1972012Assets 2013: $10,275,828Liabilities 2013: $0Net Assets 2013: $10,275,8282013Assets 2014: $10,500,190Liabilities 2014: $0Net Assets 2014: $10,500,1902014Assets 2015: $10,362,617Liabilities 2015: $0Net Assets 2015: $10,362,6172015Assets 2016: $10,161,973Liabilities 2016: $0Net Assets 2016: $10,161,9732016Assets 2017: $10,860,399Liabilities 2017: $0Net Assets 2017: $10,860,3992017Assets 2018: $10,752,697Liabilities 2018: $7,346Net Assets 2018: $10,745,3512018Assets 2019: $10,292,559Liabilities 2019: $14,120Net Assets 2019: $10,278,4392019Assets 2020: $9,778,342Liabilities 2020: $16,475Net Assets 2020: $9,761,8672020Assets 2021: $10,865,002Liabilities 2021: $1,504,064Net Assets 2021: $9,360,9382021Assets 2022: $11,068,729Liabilities 2022: $15,924Net Assets 2022: $11,052,8052022Assets 2023: $10,956,890Liabilities 2023: $15,774Net Assets 2023: $10,941,1162023Assets 2024: $10,988,869Liabilities 2024: $17,441Net Assets 2024: $10,971,4282024

Highlighted filing

2012

Assets$11,570,300
Liabilities$103
Net Assets$11,570,197
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $483,3892010Expenses 2011: $445,5182011Expenses 2012: $325,2782012Revenue 2013: $373,770Expenses 2013: $423,654Net Income 2013: -$49,8842013Revenue 2014: $853,311Expenses 2014: $628,949Net Income 2014: $224,3622014Revenue 2015: $557,123Expenses 2015: $686,376Net Income 2015: -$129,2532015Revenue 2016: $421,494Expenses 2016: $627,181Net Income 2016: -$205,6872016Revenue 2017: $1,457,770Expenses 2017: $755,828Net Income 2017: $701,9422017Revenue 2018: $799,278Expenses 2018: $1,060,966Net Income 2018: -$261,6882018Revenue 2019: $720,678Expenses 2019: $1,187,590Net Income 2019: -$466,9122019Revenue 2020: $833,371Expenses 2020: $1,130,510Net Income 2020: -$297,1392020Revenue 2021: $757,851Expenses 2021: $1,138,446Net Income 2021: -$380,5952021Revenue 2022: $678,942Expenses 2022: $1,292,051Net Income 2022: -$613,1092022Revenue 2023: $820,550Expenses 2023: $932,239Net Income 2023: -$111,6892023Revenue 2024: $880,628Expenses 2024: $840,516Net Income 2024: $40,1122024

Highlighted filing

2012

Revenue-
Expenses$325,278
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SOLOMONDirector/Pres.-$75,000-$75,000
LIZA ALBRIGHTTreasurer-$20,252-$20,252
JANE SOLOMONDirector/VP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT CHARITABLE &EDUCATIONALPROGRAMS501C3BROADLANDS, VA, US$133,500
Filing and Contact Details

Filer

EIN
04-3198227
Raw XML Appendix396 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LIZA ALBRIGHT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANE SOLOMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DANIEL SOLOMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0133500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0306086
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0522174
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30304374
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40340645
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5078501
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0216088
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0216088
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0507432
IRS990PF/UndistributedIncome/ExcessFromYear30304374
IRS990PF/UndistributedIncome/ExcessFromYear40203058
IRS990PF/UndistributedIncome/QualifyingDistributions0306086
IRS990PF/UndistributedIncome/TotalCorpus0507432
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0723520
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation03800
LandEtcSchedule2/LandEtc/AccumulatedDepreciation1835
LandEtcSchedule2/LandEtc/AccumulatedDepreciation280
LandEtcSchedule2/LandEtc/BookValue016
LandEtcSchedule2/LandEtc/BookValue130
LandEtcSchedule2/LandEtc/CategoryOrItem0Machinery and Equipment
LandEtcSchedule2/LandEtc/CategoryOrItem1Furniture and Fixtures
LandEtcSchedule2/LandEtc/CategoryOrItem2Auto./Transportation Equip.
LandEtcSchedule2/LandEtc/CostOrOtherBasis03800
LandEtcSchedule2/LandEtc/CostOrOtherBasis1819
LandEtcSchedule2/LandEtc/CostOrOtherBasis2110
OtherAssetsSchedule/OtherAssets/BOYBookValue0145000
OtherAssetsSchedule/OtherAssets/Description0LOAN TO FARRAGUT LLC
OtherAssetsSchedule/OtherAssets/EOYBookValue0145000
OtherAssetsSchedule/OtherAssets/EOYFMV0145000
OtherExpensesSchedule/OtherExpenses/Description0POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpenses/Description1PARKING
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description3MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description4MEALS
OtherExpensesSchedule/OtherExpenses/Description5LICENSES AND PERMITS
OtherExpensesSchedule/OtherExpenses/Description6INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description7INSURANCE
OtherExpensesSchedule/OtherExpenses/Description8DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description9BLACKSTONE 2006
OtherExpensesSchedule/OtherExpenses/Description10AMORTIZATION OF ORG. EXP. (ANG K-1)
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0310
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1492
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2198
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps321
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps4369
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps545
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps627187
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps73125
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps84518
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps97637
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1039
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome034
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome155
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome222
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome323
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome441
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome55
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome630208
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome7347
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome8502
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome98486
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1043
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0344
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1547
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2220
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks323
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4410
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks550
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks630208
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks73472
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks85020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks98486
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1043
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-93716
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount022547
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0consulting
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps020292
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02255
TaxesSchedule/Taxes/Amount0300
TaxesSchedule/Taxes/Amount17642
TaxesSchedule/Taxes/Amount21943
TaxesSchedule/Taxes/Amount3137
TaxesSchedule/Taxes/Amount45000
TaxesSchedule/Taxes/Category0STATE TAXES
TaxesSchedule/Taxes/Category1PAYROLL TAXES
TaxesSchedule/Taxes/Category2FOREIGN TAXES PAID BOFA
TaxesSchedule/Taxes/Category3FOREIGN TAX PAID BLACKSTONE 2006
TaxesSchedule/Taxes/Category4EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps0270
TaxesSchedule/Taxes/DisbursementsCharitablePrps16878
TaxesSchedule/Taxes/DisbursementsCharitablePrps21749
TaxesSchedule/Taxes/DisbursementsCharitablePrps3123
TaxesSchedule/Taxes/DisbursementsCharitablePrps44500
TaxesSchedule/Taxes/NetInvestmentIncome0300
TaxesSchedule/Taxes/NetInvestmentIncome1764
TaxesSchedule/Taxes/NetInvestmentIncome21943
TaxesSchedule/Taxes/NetInvestmentIncome3137
TaxesSchedule/Taxes/NetInvestmentIncome45000
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043198227
ReturnHeader/Filer/Name/BusinessNameLine10WOODBURY FUND INC
ReturnHeader/Filer/NameControl0WOOD
ReturnHeader/Filer/Phone07038580366
ReturnHeader/Filer/USAddress/AddressLine1021570 SCHOOLHOUSE CT
ReturnHeader/Filer/USAddress/City0ASHBURN
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode020148
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0DANIEL SOLOMON
ReturnHeader/Officer/Title0DIRECTOR/PRES.
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10John E Hopkinson PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021570 Schoolhouse Ct
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Broadlands
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0201485018
ReturnHeader/Preparer/Name0JOHN E HOPKINSON
ReturnHeader/Preparer/Phone07038580366
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T18:51:12-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,570,300
Liabilities
$103
Net assets
$11,570,197
Revenue
-
Expenses
$325,278
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.02$11.0$0.88$0.84$0.04
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.02$10.9$0.82$0.93$0.11
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.1$0.68$1.29$0.61
2021Detailed filing. Detailed filing data is available for this year.$10.9$1.50$9.36$0.76$1.14$0.38
2020Detailed filing. Detailed filing data is available for this year.$9.78$0.02$9.76$0.83$1.13$0.30
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$0.72$1.19$0.47
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.7$0.80$1.06$0.26
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.46$0.76$0.70
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.42$0.63$0.21
2015Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.56$0.69$0.13
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.85$0.63$0.22
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.37$0.42$0.05
2012Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.33
2011Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.45
2010Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.48