Civic Intelligence

Cold Brook Fund Tr

990PF • Fiscal year 2023 • EIN 06-6525235

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

CO Lynch Fink Etal 6 Beacon St 4Boston, MA 02108

(617) 951-0800

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

317%

Higher net margin than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$503,129

Down $77,555 (-13%) from 2022

Net Assets

Down

$503,129

Down $63,193 (-11%) from 2022

Liabilities

Down

$0

Down $14,362 (-100%) from 2022

Revenue

Down

-$19,998

Down $28,924 (-324%) from 2022

Expenses

Down

$43,350

Down $24,052 (-36%) from 2022

Net Income

Down

-$63,348

Down $4,872 (-8.3%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $419,106Liabilities 2011: $02011Assets 2012: $455,511Liabilities 2012: $5,0002012Assets 2013: $496,205Liabilities 2013: $4,0002013Assets 2014: $480,626Liabilities 2014: $2,0002014Assets 2015: $503,833Liabilities 2015: $02015Assets 2019: $528,249Liabilities 2019: $7,0002019Assets 2020: $578,623Liabilities 2020: $6,000Net Assets 2020: $572,6232020Assets 2021: $642,798Liabilities 2021: $18,000Net Assets 2021: $624,7982021Assets 2022: $580,684Liabilities 2022: $14,362Net Assets 2022: $566,3222022Assets 2023: $503,129Liabilities 2023: $0Net Assets 2023: $503,1292023Assets 2024: $470,632Liabilities 2024: $0Net Assets 2024: $470,6322024

Highlighted filing

2023

Assets$503,129
Liabilities$0
Net Assets$503,129

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $81,602Expenses 2011: $38,752Net Income 2011: $42,8502011Revenue 2012: $70,679Expenses 2012: $39,275Net Income 2012: $31,4042012Revenue 2013: $92,987Expenses 2013: $51,284Net Income 2013: $41,7032013Revenue 2014: $42,523Expenses 2014: $53,554Net Income 2014: -$11,0312014Revenue 2015: $80,186Expenses 2015: $55,375Net Income 2015: $24,8112015Revenue 2019: $90,451Expenses 2019: $51,256Net Income 2019: $39,1952019Revenue 2020: $121,358Expenses 2020: $69,983Net Income 2020: $51,3752020Revenue 2021: $127,312Expenses 2021: $75,224Net Income 2021: $52,0882021Revenue 2022: $8,926Expenses 2022: $67,402Net Income 2022: -$58,4762022Revenue 2023: -$19,998Expenses 2023: $43,350Net Income 2023: -$63,3482023Revenue 2024: $19,087Expenses 2024: $51,633Net Income 2024: -$32,5462024

Highlighted filing

2023

Revenue-$19,998
Expenses$43,350
Net Income-$63,348
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDMOND R DUPONTTrustee-$0--
ELIZABETH M GRAHAMTrustee-$0--
CLOVER G HACKETTTrustee-$0--
CHRISTOPHER NR DUPONTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cold Brook Fund
EIN
06-6525235
Phone
6179510800
Address
CO LYNCH FINK ETAL 6 BEACON ST 4, BOSTON, MA 02108

Signing Officer

Name
Clover G Hackett
Title
Trustee
Phone
6179510800
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Fink Harrington & Gray Llp
Address
6 BEACON ST SUITE 415, BOSTON, MA 02108-3836
Preparer
Peter W Fink Esq
Phone
6179510800
Raw XML Appendix366 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02024-05-10T09:40:24-05:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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