Civic Intelligence

The Bulova Stetson Fund

EIN 13-3470502 • Garden City, NY

1225 Franklin Ave 500Garden City, NY 11530
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

48%

Higher net margin than 85% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

54th percentile

5.0%

Faster asset growth than 54% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

296%

Faster revenue growth than 95% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,097,670

Up $629,215 (+5.0%) from 2023

Liabilities

Down

$0

Down $60,000 (-100%) from 2023

Net Assets

Up

$13,097,670

Up $689,215 (+5.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$1,471,522

Up $1,100,014 (+296%) from 2023

Expenses

Down

$769,924

Down $61,960 (-7.4%) from 2023

Net Income

Up

$701,598

Up $1,161,974 (+252%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $7,648,952Liabilities 2011: $02011Assets 2012: $7,563,799Liabilities 2012: $02012Assets 2013: $8,283,581Liabilities 2013: $02013Assets 2014: $8,969,759Liabilities 2014: $02014Assets 2015: $8,888,325Liabilities 2015: $02015Assets 2018: $8,631,328Liabilities 2018: $0Net Assets 2018: $8,631,3282018Assets 2019: $8,663,641Liabilities 2019: $0Net Assets 2019: $8,663,6412019Assets 2020: $9,527,015Liabilities 2020: $0Net Assets 2020: $9,527,0152020Assets 2021: $10,022,872Liabilities 2021: $0Net Assets 2021: $10,022,8722021Assets 2022: $13,440,209Liabilities 2022: $596,000Net Assets 2022: $12,844,2092022Assets 2023: $12,468,455Liabilities 2023: $60,000Net Assets 2023: $12,408,4552023Assets 2024: $13,097,670Liabilities 2024: $0Net Assets 2024: $13,097,6702024

Highlighted filing

2024

Assets$13,097,670
Liabilities$0
Net Assets$13,097,670
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $148,917Expenses 2011: $368,007Net Income 2011: -$219,0902011Revenue 2012: $339,724Expenses 2012: $424,877Net Income 2012: -$85,1532012Revenue 2013: $1,133,086Expenses 2013: $413,304Net Income 2013: $719,7822013Revenue 2014: $1,187,177Expenses 2014: $505,999Net Income 2014: $681,1782014Revenue 2015: $473,345Expenses 2015: $554,779Net Income 2015: -$81,4342015Revenue 2018: $507,638Expenses 2018: $529,931Net Income 2018: -$22,2932018Revenue 2019: $611,307Expenses 2019: $578,994Net Income 2019: $32,3132019Revenue 2020: $1,443,346Expenses 2020: $579,972Net Income 2020: $863,3742020Revenue 2021: $1,108,823Expenses 2021: $612,966Net Income 2021: $495,8572021Revenue 2022: $3,870,995Expenses 2022: $758,725Net Income 2022: $3,112,2702022Revenue 2023: $371,508Expenses 2023: $831,884Net Income 2023: -$460,3762023Revenue 2024: $1,471,522Expenses 2024: $769,924Net Income 2024: $701,5982024

Highlighted filing

2024

Revenue$1,471,522
Expenses$769,924
Net Income$701,598
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$13,097,670
Liabilities
$0
Net assets
$13,097,670
Revenue
$1,471,522
Expenses
$769,924
Net income
$701,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$1.47$0.77$0.70
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.06$12.4$0.37$0.83$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.60$12.8$3.87$0.76$3.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$1.11$0.61$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.53$0.00$9.53$1.44$0.58$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.66$0.00$8.66$0.61$0.58$0.03
2018Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.51$0.53$0.02
2015Summary only. Only limited summary data is available for this year.$8.89$0.00$0.47$0.55$0.08
2014Summary only. Only limited summary data is available for this year.$8.97$0.00$1.19$0.51$0.68
2013Summary only. Only limited summary data is available for this year.$8.28$0.00$1.13$0.41$0.72
2012Summary only. Only limited summary data is available for this year.$7.56$0.00$0.34$0.42$0.09
2011Summary only. Only limited summary data is available for this year.$7.65$0.00$0.15$0.37$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
XIAO LI TANPresidentPT$0--
DANIEL EDWARDSSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Bulova Stetson Fund
EIN
13-3470502
Phone
5165089623
Address
1225 FRANKLIN AVE 500, GARDEN CITY, NY 11530

Signing Officer

Name
Kevin Barry
Title
President
Phone
5165089623
Signed
2024-10-09
Discuss with paid preparer
No

Preparer

Firm
Bessemer Trust Co Na
Address
1225 FRANKLIN AVE SUITE 500, GARDEN CITY, NY 11530
Preparer
Kevin Barry
Phone
5165089623
Raw XML AppendixShowing 400 of 962 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/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0206671
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0162037
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt02800
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0371508
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0371508
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0162037
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0683000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0683000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0206671
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0206671
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-460376
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01986488
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01382
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08988
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08988
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0162037
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0354132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt026366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039272
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0288
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0761232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0831884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0368708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0371508
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt078232
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0148884
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01378
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0854979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1969472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1157647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1157647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0857747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11127119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt560
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/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PARTNERSHIPS - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PARTNERSHIPS - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CLASS ACTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0162037
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-460376
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0398
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01447
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012408853
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012867782
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012408455
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0654533
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0654533
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0654533
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0659455
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04922
IRS990PF/DistributableAmountGrp/TotalTaxAmt04922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09128
IRS990PF/FMVAssetsEOYAmt013865133
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0402
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0402

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