Civic Intelligence

The Fb Heron Foundation

990PF • Fiscal year 2021 • EIN 13-3647019

Jan 01, 2021 to Dec 31, 2021 • Filed on Dec 23, 2022

Organization Profile

View Organization Page

PO Box 996New Milford, CT 06776

(475) 250-1020

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.10x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

37th percentile

$409,488

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-39%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$412,823,233

Up $52,163,347 (+14%) from 2020

Net Assets

Up

$409,917,410

Up $52,040,493 (+15%) from 2020

Liabilities

Up

$2,905,823

Up $122,854 (+4.4%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin84th percentile

Revenue

Down

$28,288,660

Down $18,463,212 (-39%) from 2020

Expenses

Down

$15,613,585

Down $1,404,744 (-8.3%) from 2020

Net Income

Down

$12,675,075

Down $17,058,468 (-57%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600M$400M$200M$0Assets 2011: $240,497,151Liabilities 2011: $1,661,2822011Assets 2012: $260,548,040Liabilities 2012: $2,691,5912012Assets 2013: $291,570,556Liabilities 2013: $1,650,4382013Assets 2014: $288,711,960Liabilities 2014: $1,311,1062014Assets 2015: $273,658,696Liabilities 2015: $966,7262015Assets 2019: $332,400,184Liabilities 2019: $1,864,4932019Assets 2020: $360,659,886Liabilities 2020: $2,782,969Net Assets 2020: $357,876,9172020Assets 2021: $412,823,233Liabilities 2021: $2,905,823Net Assets 2021: $409,917,4102021Assets 2022: $311,913,606Liabilities 2022: $1,559,754Net Assets 2022: $310,353,8522022Assets 2023: $326,924,230Liabilities 2023: $1,407,599Net Assets 2023: $325,516,6312023Assets 2024: $349,260,826Liabilities 2024: $3,056,943Net Assets 2024: $346,203,8832024

Highlighted filing

2021

Assets$412,823,233
Liabilities$2,905,823
Net Assets$409,917,410
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: -$1,566,409Expenses 2011: $9,595,623Net Income 2011: -$11,162,0322011Revenue 2012: $15,706,226Expenses 2012: $9,343,194Net Income 2012: $6,363,0322012Revenue 2013: $20,586,619Expenses 2013: $10,091,047Net Income 2013: $10,495,5722013Revenue 2014: $31,473,988Expenses 2014: $14,766,543Net Income 2014: $16,707,4452014Revenue 2015: $9,650,582Expenses 2015: $11,858,129Net Income 2015: -$2,207,5472015Revenue 2019: $12,544,247Expenses 2019: $12,759,247Net Income 2019: -$215,0002019Revenue 2020: $46,751,872Expenses 2020: $17,018,329Net Income 2020: $29,733,5432020Revenue 2021: $28,288,660Expenses 2021: $15,613,585Net Income 2021: $12,675,0752021Revenue 2022: $33,774,082Expenses 2022: $36,349,061Net Income 2022: -$2,574,9792022Revenue 2023: $8,390,805Expenses 2023: $24,916,796Net Income 2023: -$16,525,9912023Revenue 2024: $15,317,344Expenses 2024: $19,822,923Net Income 2024: -$4,505,5792024

Highlighted filing

2021

Revenue$28,288,660
Expenses$15,613,585
Net Income$12,675,075
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA K BEZERRAPresidentFT$371,252$38,236$409,488
NHADINE LEUNGVice President/TreasurerFT$259,590$26,481$286,071
ANNE WADEDirector-$0--
BUZZ SCHMIDTChairman-$0--
WILLIAM MC CALPINDirector-$0--
JOHN OTTERLEIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Fb Heron Foundation
EIN
13-3647019
Phone
4752501020
Address
PO BOX 996, NEW MILFORD, CT 06776

Signing Officer

Name
Dana K Bezerra
Title
President
Phone
4752501020
Signed
2022-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Owen J Flanagan & Co
Address
60 East 42nd Street, New York, NY 10165
Preparer
Kevin Sunkel
Phone
2126822783
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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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Drawing on existing research and potential interviews with selected leaders, Network Impact will develop a framework for understanding: (1) collective agency; (2) how it is built, and (3) what role it has played in different community contexts. While their work will be made broadly available to the field, along with Kelly Ryan and Onyeka Obiocha, Madeleine Taylor will co-lead a process of internal learning at Heron about historical conditions that foster or impede a sense of collective agency in place. She will also lead a series of conversations with Heron leadership about the potential benefits of bringing an ethnographic lens to Heron's assessments of communities.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OWNERSHIP CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK ETFS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3URBAN AMERICA II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4YUCAIPA I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CALIFORNIA SMART GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6YUCAIPA II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HUNTINGTON III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HUNTINGTON II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DBL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SJF III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11URBAN INNOVATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HUNTINGTON IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SJF II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SJF IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022857070
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012675075
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt039365418
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0409917410
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0357876917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0409917410
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020807775
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018147001
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020807775
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018513335
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02660774
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0366334
IRS990PF/DistributableAmountGrp/TotalTaxAmt0366334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt046621
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0277955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0135000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0366334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt046621
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0366334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0366334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0412955
IRS990PF/FMVAssetsEOYAmt0412823233
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0736701
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0762704
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0755916
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0760587
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0755916
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0755916
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02152868
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03172141
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03172141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04260457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03516369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03516369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0212716498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0261539269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0261539269
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0975000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0575000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0357876917
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0409917410
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt013585326
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014640097
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014640097
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt043919916
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037231340
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037231340
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01071268
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01568119
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0191171
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0575285
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0575285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03646168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06666927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06666927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0360659886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0412823233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0412823233
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02782969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02905823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0360659886
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0412823233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0357876917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0409917410
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt079426895
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt084725889
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt084725889
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0375905276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02214076
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0372549720
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05638579
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01141480
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018513335
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0370266697
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0375905276
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/CompensationAmt0221544
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1204000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2205625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3204000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4142800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt050037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt147591
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt236398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt335396
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt447850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0BRENDAN MAHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1BARBARA VANSCOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2DONNA DANIELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3KELLY RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4SHELLEY CURNOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1FIXED INCOME FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIRECTOR SYSTEMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4C/O FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4NEW MILFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd006776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd106776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd206776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd306776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd406776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0TILT INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1APERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2INFOGRATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3BOSTON COMMON ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4BIVIUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0450000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1178060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3112643
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt480000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02212 QUEEN ANNE AVE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1THREE HARBOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt235 ELM ROCK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3200 STATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4601 MONTGOMERY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAUSALITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BRONXVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd098109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd210708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd302109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd494111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1371252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2259590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt138236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt226481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,823,233
Liabilities
$2,905,823
Net assets
$409,917,410
Revenue
$28,288,660
Expenses
$15,613,585
Net income
$12,675,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$349$3.06$346$15.3$19.8$4.51
2023Detailed filing. Detailed filing data is available for this year.$327$1.41$326$8.39$24.9$16.5
2022Detailed filing. Detailed filing data is available for this year.$312$1.56$310$33.8$36.3$2.57
2021Detailed filing. Detailed filing data is available for this year.$413$2.91$410$28.3$15.6$12.7
2020Detailed filing. Detailed filing data is available for this year.$361$2.78$358$46.8$17.0$29.7
2019Summary only. Only limited summary data is available for this year.$332$1.86$12.5$12.8$0.22
2015Summary only. Only limited summary data is available for this year.$274$0.97$9.65$11.9$2.21
2014Summary only. Only limited summary data is available for this year.$289$1.31$31.5$14.8$16.7
2013Summary only. Only limited summary data is available for this year.$292$1.65$20.6$10.1$10.5
2012Summary only. Only limited summary data is available for this year.$261$2.69$15.7$9.34$6.36
2011Summary only. Only limited summary data is available for this year.$240$1.66$1.57$9.60$11.2