Civic Intelligence

The Afognak Fund

990PF • Fiscal year 2014 • EIN 06-1521981

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
1411 Broadway 9th FloorSuiteNew York, NY 10018

(212) 751-9100

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

4th percentile

-24%

Faster asset growth than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$49,311

Down $15,172 (-24%) from 2013

Net Assets

Down

$49,311

Down $15,172 (-24%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin36th percentile

Revenue

Up

$1,200,570

Up $284,013 (+31%) from 2013

Expenses

Up

$1,215,742

Up $199,045 (+20%) from 2013

Net Income

Up

-$15,172

Up $84,968 (+85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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: $1Net Assets 2013: $64,4832013Assets 2014: $49,311Liabilities 2014: $0Net 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

2014

Assets$49,311
Liabilities$0
Net Assets$49,311
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

2014

Revenue$1,200,570
Expenses$1,215,742
Net Income-$15,172
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE SYMCHYCHTrusteePT$0--
STEPHEN SYMCHYCHTrusteePT$0--
CATHERINE SYMCHYCHTrusteePT$0--
ELIZABETH KINGTrusteePT$0--
MARGARET MURPHYTrusteePT$0--
CHRISTINE SYMCHYCHTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE ATTACHEDUNRESTRICTEDPUBLICNEW YORK, NY, US$1,175,729
Filing and Contact Details

Filer

Filer Name
The Afognak Fund
EIN
06-1521981
In Care Of
% WITHUMSMITHBROWN PC
Phone
2127519100
Address
1411 BROADWAY 9TH FLOOR, Suite, NEW YORK, NY 10018

Signing Officer

Name
Anne Symchych
Title
Trustee
Phone
2127519100
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix338 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/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01411 BROADWAY 9TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WITHUMSMITHBROWN 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/Amt01175729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O WSB PC 1411 BROADWAY 9TH FLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01175729
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/AppliedToCurrentYearAmt03579
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01180899
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01235065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01184478
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01231486
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01180899
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNE SYMCHYCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O WITHUMSMITHBROWN 1411 BROADWA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010018
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016358
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA, N.A.: CUSTODI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK OF AMERICA, N.A.: CHARITA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016358
TaxesSchedule/TaxesDetail/Amt014040
TaxesSchedule/TaxesDetail/Amt1866
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt12013 BALANCE DUE
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE SYMCHYCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AFOGNAK FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WITHUMSMITHBROWN PC
ReturnHeader/Filer/BusinessNameControlTxt0AFOG
ReturnHeader/Filer/EIN0061521981
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02015-05-14T15:24:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,311
Liabilities
$0
Net assets
$49,311
Revenue
$1,200,570
Expenses
$1,215,742
Net income
-$15,172
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits