Civic Intelligence

The Zoom Foundation

990PF • Fiscal year 2014 • EIN 06-1600601

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

1210 Post RoadGreenwich, CT 06824

(203) 955-1170

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2014 filings • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

5th percentile

0.00x

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

2014 filings • $250M-$1B nonprofits • Source year 2014

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2014 filings • $250M-$1B nonprofits • Source year 2014

Asset Growth

91st percentile

22%

Faster asset growth than 91% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-0.9%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Assets

Up

$431,219,969

Up $79,189,394 (+22%) from 2013

Net Assets

Up

$431,219,969

Up $79,189,394 (+22%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$81,036,198

Down $740,479 (-0.9%) from 2013

Expenses

Down

$1,846,804

Down $34,007,182 (-95%) from 2013

Net Income

Up

$79,189,394

Up $33,266,703 (+72%) from 2013

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

2014

Assets$431,219,969
Liabilities$0
Net Assets$431,219,969

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

2014

Revenue$81,036,198
Expenses$1,846,804
Net Income$79,189,394
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

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

Filer

EIN
06-1600601
Phone
2039551170

Signing Officer

Name
Susan Mandel
Title
Trustee
Phone
2039551170
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Steven Moskowitz CPA
Phone
9143666714
Raw XML AppendixShowing 400 of 714 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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AccountingFeesSchedule/AccountingFeesDetail/Amt11200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1CAROL MAVILLA BOOKKEEPING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06090
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06090
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1600
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt411880
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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt14940
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FURNITURE AND FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1FURNITURE AND FIXTURES 2013
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3FURNITURE & FIXTURES 2014
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4SOFTWARE 2014
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc041.17 SHARES LONE CEDAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12140.83 SHARES LONE CEDAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24.09 SHARES LONE CEDAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc374.28 SHARES LONE PINON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc43861.89 SHARES LONE PINON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5172.68 SHARES LONE PINON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6FROM PASS THRU ENTITY - LONE CASCADE LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7FROM PASS THRU ENTITY - LONE DRAGON PINE, LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8FROM PASS THRU ENTITY - LONE PICEA LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0215213
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt237000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3345600
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt72252224
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-67987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt091249040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1156152386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2109789084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328922253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444497400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0324317686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1300793063
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444233168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SHARES OF LONE CEDAR LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SHARES OF LONE PINON LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2LONE CASCADE LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3LONE PICEA LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4LONE TAMARACK LP
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0918979
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PASS THRU INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt021626
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt079189394
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040072900
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt110
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/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt110
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/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0152787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18687044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt215615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt343619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42943764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt597935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64721318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77234603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8399622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91852602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1023770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-91757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0152787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18687044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt215615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt343619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42943764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt597935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64721318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77234603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8399622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91852602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1023770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-91757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0368000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119877600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt237000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3345600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt418644700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5800000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64721318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77234603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8399622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91852602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1023770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc041.17 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12140.83 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24.09 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc374.28 SHARES LONE PINON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43861.89 SHARES LONE PINON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5172.68 SHARES LONE PINON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FROM PASS THRU ENTITY - LONE CASCADE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FROM PASS THRU ENTITY - LONE CASCADE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FROM PASS THRU ENTITY - LONE DRAGON PINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FROM PASS THRU ENTITY - LONE DRAGON PINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FROM PASS THRU ENTITY - LONE PICEA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FROM PASS THRU ENTITY - LONE PICEA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026080922
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05188329
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt079189394
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0431219969
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0352030575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0431219969
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038955854
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038955854
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038955854
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039493782
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0537928
IRS990PF/DistributableAmountGrp/TotalTaxAmt0537928
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0400000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0219356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0537928
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-619356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0537928
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0537928
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0619356
IRS990PF/FMVAssetsEOYAmt0830119888
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0639323
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0535227
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0535227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0351344333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0430610163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0829510082
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt036423
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0104636
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt046919
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt068213
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt068213
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06366
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06366
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0352030575
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0431219969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0352030575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0431219969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0830119888
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0352030575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0431219969
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0352030575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0431219969
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0801904199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0567947
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0801261493
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012028563
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt074759
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039493782
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0789875636
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0801904199
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0204000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1102307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt261250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt361250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt461250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MEGHAN LOWNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1NICOLE LINDSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2MILES HODGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3BRENT PETERKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4LEE SAWYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR OF LEADERSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine101210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine111210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine121210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine131210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine141210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City0FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City1FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City2FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City3FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City4FAIRFIELD

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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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2014Detailed filing. Detailed filing data is available for this year.$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