Civic Intelligence

The Zoom Foundation

990PF • Fiscal year 2018 • EIN 06-1600601

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

1210 Post RoadFairfield, CT 06824

(203) 955-1170

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

97th percentile

74%

Higher net margin than 97% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

96th percentile

40%

Faster asset growth than 96% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

1463%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Up

$618,210,758

Up $176,841,260 (+40%) from 2017

Net Assets

Up

$618,207,186

Up $176,839,737 (+40%) from 2017

Liabilities

Up

$3,572

Up $1,523 (+74%) from 2017

Revenue

Up

$238,693,873

Up $223,425,921 (+1463%) from 2017

Expenses

Up

$61,854,136

Up $10,886,438 (+21%) from 2017

Net Income

Up

$176,839,737

Up $212,539,483 (+595%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2012: $306,107,884Liabilities 2012: $02012Assets 2013: $352,030,575Liabilities 2013: $0Net Assets 2013: $352,030,5752013Assets 2014: $431,219,969Liabilities 2014: $0Net Assets 2014: $431,219,9692014Assets 2015: $452,800,812Liabilities 2015: $02015Assets 2016: $477,087,085Liabilities 2016: $19,890Net Assets 2016: $477,067,1952016Assets 2017: $441,369,498Liabilities 2017: $2,049Net Assets 2017: $441,367,4492017Assets 2018: $618,210,758Liabilities 2018: $3,572Net Assets 2018: $618,207,1862018Assets 2019: $601,330,917Liabilities 2019: $3,355Net Assets 2019: $601,327,5622019Assets 2020: $703,077,483Liabilities 2020: $0Net Assets 2020: $703,077,4832020Assets 2021: $883,451,223Liabilities 2021: $0Net Assets 2021: $883,451,2232021Assets 2022: $956,305,373Liabilities 2022: $132,271Net Assets 2022: $956,173,1022022Assets 2023: $813,824,624Liabilities 2023: $0Net Assets 2023: $813,824,6242023Assets 2024: $840,881,759Liabilities 2024: $119Net Assets 2024: $840,881,6402024Assets 2025: $1,252,652,378Liabilities 2025: $119Net Assets 2025: $1,252,652,2592025

Highlighted filing

2018

Assets$618,210,758
Liabilities$3,572
Net Assets$618,207,186

Operations Trend

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

$600M$400M$200M$0-$200MRevenue 2012: $31,594,932Expenses 2012: $30,619,594Net Income 2012: $975,3382012Revenue 2013: $81,776,677Expenses 2013: $35,853,986Net Income 2013: $45,922,6912013Revenue 2014: $81,036,198Expenses 2014: $1,846,804Net Income 2014: $79,189,3942014Revenue 2015: $79,881,039Expenses 2015: $58,300,196Net Income 2015: $21,580,8432015Revenue 2016: $76,050,226Expenses 2016: $51,783,843Net Income 2016: $24,266,3832016Revenue 2017: $15,267,952Expenses 2017: $50,967,698Net Income 2017: -$35,699,7462017Revenue 2018: $238,693,873Expenses 2018: $61,854,136Net Income 2018: $176,839,7372018Revenue 2019: $50,675,149Expenses 2019: $67,554,773Net Income 2019: -$16,879,6242019Revenue 2020: $173,014,876Expenses 2020: $71,264,955Net Income 2020: $101,749,9212020Revenue 2021: $273,929,631Expenses 2021: $93,555,891Net Income 2021: $180,373,7402021Revenue 2022: $176,914,821Expenses 2022: $104,192,942Net Income 2022: $72,721,8792022Revenue 2023: -$76,970,634Expenses 2023: $65,510,131Net Income 2023: -$142,480,7652023Revenue 2024: $97,257,191Expenses 2024: $70,200,175Net Income 2024: $27,057,0162024Revenue 2025: $450,447,052Expenses 2025: $38,535,155Net Income 2025: $411,911,8972025

Highlighted filing

2018

Revenue$238,693,873
Expenses$61,854,136
Net Income$176,839,737
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN F MANDEL JRTrustee-$0--
SUSAN Z MANDELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Zoom Foundation
EIN
06-1600601
Phone
2039551170
Address
1210 POST ROAD, FAIRFIELD, CT 06824

Signing Officer

Name
Susan Mandel
Title
Trustee
Phone
2039551170
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
MOSKOWITZ & ASSOCIATES CPA's PC
Address
660 WHITE PLAINS RD, TARRYTOWN, NY 10591-5187
Preparer
Steven Moskowitz CPA
Phone
9143666714
Raw XML AppendixShowing 400 of 615 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010545900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18683310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt228042176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33164613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44480795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-237533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010545900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18683310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt228042176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33164613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44480795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-237533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117553000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228042176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33164613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44480795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01542.43 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12779.56 SHARES LONE PINON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM PASS THRU ENTITY - LONE CASCADE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FROM PASS THRU ENTITY - LONE PICEA LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FROM PASS THRU ENTITY - LONE TAMARACK LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FROM PASS THRU ENTITY - LONE REDWOOD LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt054679261
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-237533
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0176839737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0618207186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0441367449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0618207186
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt057872536
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048700658
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt057872536
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049250000
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt09171878
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0549342
IRS990PF/DistributableAmountGrp/TotalTaxAmt0549342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt070485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0469827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0150000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0549342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-619827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt070485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0549342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0549342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0619827
IRS990PF/FMVAssetsEOYAmt0999999999
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02049
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03572
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0416263
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0578109
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0578109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0440898507
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0617592977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0999382218
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0142463
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0182135
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt054728
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt039672
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt039672
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0441367449
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0618207186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0441369498
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0618210758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0999999999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02049
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03572
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0441369498
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0618210758
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0441367449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0618207186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0999999999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0608017
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0999329981
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015000000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt062001
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049250000
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0984999999
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0999999999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0297600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt151599
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt280530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt373400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt08883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt13031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt22404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt32191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MEGHAN LOWNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1NICOLE LINDSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2KATHRYN S LOCKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3HAMISH P MACPHAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DEPUTY DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2OPERATIONS MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3MANAGER, GRANTS & EV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd006824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd106824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd206824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd306824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN F MANDEL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN Z MANDEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O CUMMINGS LOCKWOOD PO BOX 2505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O CUMMINGS LOCKWOOD PO BOX 2505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006836
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106836
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt043407965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt043957307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048358160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048469604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055551087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01340988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt035487556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044069

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,253$0.00$1,253$450$38.5$412
2024Detailed filing. Detailed filing data is available for this year.$841$0.00$841$97.3$70.2$27.1
2023Detailed filing. Detailed filing data is available for this year.$814$0.00$814$77.0$65.5$142
2022Detailed filing. Detailed filing data is available for this year.$956$0.13$956$177$104$72.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$883$0.00$883$274$93.6$180
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$703$0.00$703$173$71.3$102
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$601$0.00$601$50.7$67.6$16.9
2018Detailed filing. Detailed filing data is available for this year.$618$0.00$618$239$61.9$177
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$441$0.00$441$15.3$51.0$35.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$477$0.02$477$76.1$51.8$24.3
2015Summary only. Only limited summary data is available for this year.$453$0.00$79.9$58.3$21.6
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$431$0.00$431$81.0$1.85$79.2
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$352$0.00$352$81.8$35.9$45.9
2012Summary only. Only limited summary data is available for this year.$306$0.00$31.6$30.6$0.98