Civic Intelligence

The Afognak Fund

990PF • Fiscal year 2013 • EIN 06-1521981

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

1411 Broadway 9th FloorSuiteFox Point, WI 10018

(212) 751-9100

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

1st percentile

-61%

Faster asset growth than 1% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Down

$64,483

Down $100,140 (-61%) from 2012

Net Assets

$64,483

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$916,557

Down $152,697 (-14%) from 2012

Expenses

Up

$1,016,697

Up $9,978 (+1.0%) from 2012

Net Income

Down

-$100,140

Down $162,675 (-260%) from 2012

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $102,088Liabilities 2011: $02011Assets 2012: $164,623Liabilities 2012: $02012Assets 2013: $64,483Liabilities 2013: $0Net Assets 2013: $64,4832013Assets 2014: $49,311Liabilities 2014: $1Net Assets 2014: $49,3112014Assets 2015: $53,323Liabilities 2015: $1Net Assets 2015: $53,3232015Assets 2016: $58,826Liabilities 2016: $0Net Assets 2016: $58,8262016Assets 2017: $65,229Liabilities 2017: $0Net Assets 2017: $65,2292017Assets 2019: $4,858,961Liabilities 2019: $1Net Assets 2019: $4,858,9612019Assets 2020: $4,736,822Liabilities 2020: $0Net Assets 2020: $4,736,8222020Assets 2021: $5,535,793Liabilities 2021: $1Net Assets 2021: $5,535,7932021Assets 2022: $6,084,684Liabilities 2022: $0Net Assets 2022: $6,084,6842022Assets 2023: $37,536,176Liabilities 2023: $12023

Highlighted filing

2013

Assets$64,483
Liabilities$0
Net Assets$64,483

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $772,457Expenses 2011: $965,974Net Income 2011: -$193,5172011Revenue 2012: $1,069,254Expenses 2012: $1,006,719Net Income 2012: $62,5352012Revenue 2013: $916,557Expenses 2013: $1,016,697Net Income 2013: -$100,1402013Revenue 2014: $1,200,570Expenses 2014: $1,215,742Net Income 2014: -$15,1722014Revenue 2015: $1,289,193Expenses 2015: $1,285,181Net Income 2015: $4,0122015Revenue 2016: $1,199,254Expenses 2016: $1,193,751Net Income 2016: $5,5032016Revenue 2017: $1,256,073Expenses 2017: $1,249,670Net Income 2017: $6,4032017Revenue 2019: $2,498,021Expenses 2019: $1,207,078Net Income 2019: $1,290,9432019Revenue 2020: $1,468,924Expenses 2020: $1,591,639Net Income 2020: -$122,7152020Revenue 2021: $2,511,454Expenses 2021: $1,711,431Net Income 2021: $800,0232021Revenue 2022: $2,379,108Expenses 2022: $1,830,135Net Income 2022: $548,9732022Revenue 2023: $3,122,440Expenses 2023: $1,974,462Net Income 2023: $1,147,9782023

Highlighted filing

2013

Revenue$916,557
Expenses$1,016,697
Net Income-$100,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE SYMCHYCHTrusteePT$0--
STEPHEN SYMCHYCHTrusteePT$0--
CATHERINE SYMCHYCHTrusteePT$0--
ELIZABETH KINGTrusteePT$0--
MARGARET MURPHYTrusteePT$0--
CHRISTINE SYMCHYCHTrusteePT$0--
Filing and Contact Details

Filer

EIN
06-1521981
In Care Of
% WITHUMSMITHBROWN PC
Phone
2127519100

Signing Officer

Name
Anne Symchych
Title
Trustee
Phone
2127519100
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix323 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101411 BROADWAY 9TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode010018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10WITHUMSMITHBROWN PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127519100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE SYMCHYCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0978283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10C/O WSB PC 1411 BROADWAY 9TH FLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0978283
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/AppliedToCurrentYearAmt01420
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0985919
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01182319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0987339
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01180899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0985919
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNE SYMCHYCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10C/O WITHUMSMITHBROWN 1411 BROADWA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010018
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0306
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0306
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA, N.A.: CUSTODI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK OF AMERICA, N.A.: CHARITA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015270
TaxesSchedule/TaxesDetail/Amt014088
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE SYMCHYCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE AFOGNAK FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O WITHUMSMITHBROWN PC
ReturnHeader/Filer/BusinessNameControlTxt0AFOG
ReturnHeader/Filer/EIN0061521981
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine101411 BROADWAY 9TH FLOOR
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02014-05-14T09:02:18-05:00
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.
2023Detailed filing. Detailed filing data is available for this year.$37.5$0.00$3.12$1.97$1.15
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$2.38$1.83$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$2.51$1.71$0.80
2020Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$1.47$1.59$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$2.50$1.21$1.29
2018Detailed filing. Detailed filing data is available for this year.
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.26$1.25$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$1.20$1.19$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$1.29$1.29$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.20$1.22$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.92$1.02$0.10
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$1.07$1.01$0.06
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.77$0.97$0.19
Peer Organizations

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