Civic Intelligence

The Bunky Fund

990PF • Fiscal year 2013 • EIN 04-6926501

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

211 Congress StreetRoom/Suite 7th FLBoston, MA 02110

(617) 542-8155

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-69%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$330,538

Up $10,570 (+3.3%) from 2012

Net Assets

$330,538

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$35,766

Down $81,413 (-69%) from 2012

Expenses

Up

$25,196

Up $8,419 (+50%) from 2012

Net Income

Down

$10,570

Down $89,832 (-89%) from 2012

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $219,566Liabilities 2011: $02011Assets 2012: $319,968Liabilities 2012: $02012Assets 2013: $330,538Liabilities 2013: $0Net Assets 2013: $330,5382013Assets 2014: $329,059Liabilities 2014: $0Net Assets 2014: $329,0592014Assets 2015: $339,113Liabilities 2015: $0Net Assets 2015: $339,1132015Assets 2016: $334,036Liabilities 2016: $0Net Assets 2016: $334,0362016Assets 2017: $332,907Liabilities 2017: $0Net Assets 2017: $332,9072017Assets 2018: $343,062Liabilities 2018: $0Net Assets 2018: $343,0622018Assets 2019: $369,364Liabilities 2019: $0Net Assets 2019: $369,3642019Assets 2020: $373,147Liabilities 2020: $0Net Assets 2020: $373,1472020Assets 2021: $378,208Liabilities 2021: $0Net Assets 2021: $378,2082021Assets 2022: $382,087Liabilities 2022: $0Net Assets 2022: $382,0872022Assets 2023: $383,981Liabilities 2023: $0Net Assets 2023: $383,9812023Assets 2024: $332,719Liabilities 2024: $0Net Assets 2024: $332,7192024

Highlighted filing

2013

Assets$330,538
Liabilities$0
Net Assets$330,538

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $12,624Expenses 2011: $16,247Net Income 2011: -$3,6232011Revenue 2012: $117,179Expenses 2012: $16,777Net Income 2012: $100,4022012Revenue 2013: $35,766Expenses 2013: $25,196Net Income 2013: $10,5702013Revenue 2014: $25,310Expenses 2014: $26,789Net Income 2014: -$1,4792014Revenue 2015: $31,549Expenses 2015: $21,495Net Income 2015: $10,0542015Revenue 2016: $16,835Expenses 2016: $21,912Net Income 2016: -$5,0772016Revenue 2017: $24,518Expenses 2017: $25,647Net Income 2017: -$1,1292017Revenue 2018: $37,167Expenses 2018: $27,012Net Income 2018: $10,1552018Revenue 2019: $56,180Expenses 2019: $29,878Net Income 2019: $26,3022019Revenue 2020: $32,566Expenses 2020: $28,783Net Income 2020: $3,7832020Revenue 2021: $41,783Expenses 2021: $36,722Net Income 2021: $5,0612021Revenue 2022: $46,806Expenses 2022: $42,927Net Income 2022: $3,8792022Revenue 2023: $40,922Expenses 2023: $39,028Net Income 2023: $1,8942023Revenue 2024: $25,636Expenses 2024: $76,898Net Income 2024: -$51,2622024

Highlighted filing

2013

Revenue$35,766
Expenses$25,196
Net Income$10,570
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE L BRODYTrustee-$0--
SHERRY LEWISTrustee-$0--
MARK HANLEY PAINE LEWISTrustee-$0--
LARK BUFORD LEWISTrustee-$0--
PRISCILLA L L GARVANTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6926501
Phone
6175428155

Signing Officer

Name
Sherry Lewis
Title
Trustee
Phone
6175428155
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix290 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01300
CompensationExplanation/CompensationExplanationGrp/PersonNm0STEPHANIE L BRODY
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHERRY LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARK HANLEY PAINE LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm3LARK BUFORD LEWIS
CompensationExplanation/CompensationExplanationGrp/PersonNm4PRISCILLA L L GARVAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0298199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0413167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED SCHEDULES
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020145
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020145
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020145
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0617
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032054
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0389438
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06322
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0415170
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK HANLEY PAINE LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LARK BUFORD LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PRISCILLA L L GARVAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10110 FIRST AVENUE NORTHEAST F1101
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine121103 MONTCLAIR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1317002 THE STRAND
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHANIE L BRODY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SHERRY LEWIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2MARK HANLEY PAINE LEWIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06083
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013917
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020145
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014062
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013917
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt077
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03586
TaxesSchedule/TaxesDetail/Amt094
TaxesSchedule/TaxesDetail/Amt1139
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt094
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175428155
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BUNKY FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O BARNEKE AND ANDERSON LLP
ReturnHeader/Filer/BusinessNameControlTxt0BUNK
ReturnHeader/Filer/EIN0046926501
ReturnHeader/Filer/PhoneNum06175428155
ReturnHeader/Filer/USAddress/AddressLine10211 CONGRESS STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 7TH FL
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10211 CONGRESS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0021102480
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-27T14:21:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.26$0.77$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.41$0.39$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.47$0.43$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.42$0.37$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.33$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.56$0.30$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.37$0.27$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.25$0.26$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.17$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.32$0.21$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.25$0.27$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.36$0.25$0.11
2012Summary only. Only limited summary data is available for this year.$3.20$0.00$1.17$0.17$1.00
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$0.13$0.16$0.04