Civic Intelligence

Colony Foundation

990PF • Fiscal year 2022 • EIN 06-0261454

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 23, 2023

PO Box 89New Haven, CT 06501

(203) 865-9318

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

7th percentile

-21%

Faster asset growth than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-4.8%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,523,251

Down $683,832 (-21%) from 2021

Net Assets

Down

$2,518,735

Down $682,392 (-21%) from 2021

Liabilities

Down

$4,516

Down $1,440 (-24%) from 2021

Revenue

Down

$413,664

Down $20,770 (-4.8%) from 2021

Expenses

Up

$232,573

Up $2,058 (+0.9%) from 2021

Net Income

Down

$181,091

Down $22,828 (-11%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,923,431Liabilities 2011: $11,3972011Assets 2012: $1,754,618Liabilities 2012: $14,1592012Assets 2013: $1,797,507Liabilities 2013: $13,5322013Assets 2014: $1,945,346Liabilities 2014: $11,9902014Assets 2015: $1,895,802Liabilities 2015: $19,9022015Assets 2016: $1,823,368Liabilities 2016: $14,092Net Assets 2016: $1,809,2762016Assets 2017: $2,042,538Liabilities 2017: $3,765Net Assets 2017: $2,038,7732017Assets 2018: $2,313,370Liabilities 2018: $1,052Net Assets 2018: $2,312,3182018Assets 2019: $2,313,198Liabilities 2019: $0Net Assets 2019: $2,313,1982019Assets 2020: $2,437,797Liabilities 2020: $0Net Assets 2020: $2,437,7972020Assets 2021: $3,207,083Liabilities 2021: $5,956Net Assets 2021: $3,201,1272021Assets 2022: $2,523,251Liabilities 2022: $4,516Net Assets 2022: $2,518,7352022Assets 2023: $2,787,643Liabilities 2023: $0Net Assets 2023: $2,787,6432023Assets 2024: $3,079,469Liabilities 2024: $0Net Assets 2024: $3,079,4692024

Highlighted filing

2022

Assets$2,523,251
Liabilities$4,516
Net Assets$2,518,735

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $132,869Expenses 2011: $211,896Net Income 2011: -$79,0272011Revenue 2012: $119,943Expenses 2012: $222,806Net Income 2012: -$102,8632012Revenue 2013: $110,365Expenses 2013: $232,842Net Income 2013: -$122,4772013Revenue 2014: $175,602Expenses 2014: $232,266Net Income 2014: -$56,6642014Revenue 2015: $259,204Expenses 2015: $225,062Net Income 2015: $34,1422015Revenue 2016: $201,651Expenses 2016: $235,004Net Income 2016: -$33,3532016Revenue 2017: $220,673Expenses 2017: $195,431Net Income 2017: $25,2422017Revenue 2018: $228,670Expenses 2018: $227,247Net Income 2018: $1,4232018Revenue 2019: $234,017Expenses 2019: $203,635Net Income 2019: $30,3822019Revenue 2020: $343,821Expenses 2020: $269,681Net Income 2020: $74,1402020Revenue 2021: $434,434Expenses 2021: $230,515Net Income 2021: $203,9192021Revenue 2022: $413,664Expenses 2022: $232,573Net Income 2022: $181,0912022Revenue 2023: $272,689Expenses 2023: $267,281Net Income 2023: $5,4082023Revenue 2024: $523,693Expenses 2024: $257,122Net Income 2024: $266,5712024

Highlighted filing

2022

Revenue$413,664
Expenses$232,573
Net Income$181,091
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 23, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA BALDWINVice-PresidentPT$0--
MARGIT DAHLPresidentPT$0--
JENNIFER ANDRESTrustee-$0--
KEREN ABREUTrustee-$0--
HILARY GARLANDSecretary-$0--
WILLIAM GUMINATrustee-$0--
ANDREW SCHAPIROTrustee-$0--
KATHRYN SOLLEYTrustee-$0--
WILLIAM HAASTrustee-$0--
DEREN QUONTrustee-$0--
STACY REINHARTTreasurer-$0--
MISHKA BROWNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Colony Foundation
EIN
06-0261454
Phone
2038659318
Address
PO BOX 89, NEW HAVEN, CT 06501

Signing Officer

Name
Stacy Reinhart
Title
Treasurer
Phone
2038659318
Signed
2023-04-23
Discuss with paid preparer
Yes

Preparer

Firm
RJ Testo & Associates
Address
326 West Main St Suite 110, MILFORD, CT 06460
Preparer
Robert J Testo Iii
Phone
2038760318
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34PUB TABLES & CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35COLLEGIATE CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36STONE WALKWAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37HOT WATER HEATER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38FURNITURE AND FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39FURNITURE AND FIXTURES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12004-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22004-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32004-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42008-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0TESLA INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1AMERICAN FUNDAMENTAL INV A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2AMERICAN INTM BD FD OF AMER A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3AMERICAN INTM BD FD OF AMER A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4ISHARES CORE S&P 500 ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01305
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt14396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt211402
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt320355
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt43137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010493
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt210766
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt319234
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt410211
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt0THE 1848 ASSOCIATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt1THE 1848 ASSOCIATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt2THE 1848 ASSOCIATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt3THE 1848 ASSOCIATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt4THE 1848 ASSOCIATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt09188
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15604
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-636
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-1121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt47074
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0223622
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt020109
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0243737
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0243737
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0223628
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020109
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020067
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040134
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0169927
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt011946
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0223622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0223622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0223622
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0181091
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt060704
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020109
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0199674
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt087727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt088718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02024
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0223628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0232573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0243737
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0413664
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0232573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12004-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22004-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32004-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15604

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.52$0.26$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.27$0.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.41$0.23$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.20$0.43$0.23$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.34$0.27$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.23$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.23$0.23$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.22$0.20$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.01$1.81$0.20$0.24$0.03
2015Summary only. Only limited summary data is available for this year.$1.90$0.02$0.26$0.23$0.03
2014Summary only. Only limited summary data is available for this year.$1.95$0.01$0.18$0.23$0.06
2013Summary only. Only limited summary data is available for this year.$1.80$0.01$0.11$0.23$0.12
2012Summary only. Only limited summary data is available for this year.$1.75$0.01$0.12$0.22$0.10
2011Summary only. Only limited summary data is available for this year.$1.92$0.01$0.13$0.21$0.08