Civic Intelligence

The Fb Heron Foundation

990PF • Fiscal year 2022 • EIN 13-3647019

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 19, 2024

Organization Profile

View Organization Page

PO Box 9438New Haven, CT 06534

(475) 250-1020

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.05x

Higher debt load relative to revenue than 14% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

17th percentile

-7.6%

Higher net margin than 17% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

38th percentile

$447,864

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$311,913,606

Down $100,909,627 (-24%) from 2021

Net Assets

Down

$310,353,852

Down $99,563,558 (-24%) from 2021

Liabilities

Down

$1,559,754

Down $1,346,069 (-46%) from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin17th percentile

Revenue

Up

$33,774,082

Up $5,485,422 (+19%) from 2021

Expenses

Up

$36,349,061

Up $20,735,476 (+133%) from 2021

Net Income

Down

-$2,574,979

Down $15,250,054 (-120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2022

Assets$311,913,606
Liabilities$1,559,754
Net Assets$310,353,852
Open 2022 Filing

Operations Trend

Revenue Growth80th 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

2022

Revenue$33,774,082
Expenses$36,349,061
Net Income-$2,574,979
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 19, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA K BEZERRAPresidentFT$377,142$70,722$447,864
NHADINE LEUNGVice President/TreasurerFT$264,349$53,012$317,361
PAUL COSTELLODirector-$0--
BUZZ SCHMIDTChairman-$0--
JIM KINGDirector-$0--
FELECIA LUCKYDirector-$0--
DAN MC KAYDirector-$0--
GREG WATSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Fb Heron Foundation
EIN
13-3647019
Phone
4752501020
Address
PO BOX 9438, NEW HAVEN, CT 06534

Signing Officer

Name
Kelly Donnelly
Title
Managing Director
Phone
4752501020
Signed
2024-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Owen J Flanagan & Co
Address
445 Hamilton Avenue 11th floor, White Plains, NY 10601
Preparer
Kevin Sunkel
Phone
2126822783
Raw XML AppendixShowing 400 of 2,107 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3to explore what is necessary for nonprofits to increase their capacity, or to properly capitalize the enterprise, to ensure success in accomplishing their respective missions. In particular, the project will help augment existing datasets with additional data to provide a more holistic perspective on the health of nonprofits providing essential services in their communities.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3YUCAIPA CORPORATE INITIATIVES II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HUNTINGTON CAPITAL FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SJF VENTURES FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DBL PARTNERS FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SJF VENTURES FUND IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8OWNERSHIP CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HUNTINGTON CAPITAL FUND IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10URBAN INOVATION FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BCAM USCII FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HUNTINGTON CAPITAL II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt027668580
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2574979
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt096988579
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0407342431
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0409917410
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0310353852
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019605642
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016605642
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019605642
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017046211
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt03000000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0440569
IRS990PF/DistributableAmountGrp/TotalTaxAmt0440569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt096052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0436621
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0440569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt096052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0440569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0440569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0536621
IRS990PF/FMVAssetsEOYAmt0311913606
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0762704
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0765045
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0802887
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0755916
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0802887
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0802887
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03172141
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02703317
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02703317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03516369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05811230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05811230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0261539269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0171397746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0171397746
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0575000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0566000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0409917410
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0310353852
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt014640097
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt016450858
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt016450858
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt037231340
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018028923
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018028923
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01568119
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0228709
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0575285
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0540898
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0540898
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06666927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08530323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08530323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0412823233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0311913606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0311913606
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02905823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01559754
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0412823233
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0311913606
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0409917410
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0310353852
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt084725889
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt087647424
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt087647424
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0346115958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03938872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0340839593
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05191739
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01337493
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017046211
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0340924219
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0346115958
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/CompensationAmt0239308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1207740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2207740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3156444
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4152750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt063407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt169681
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt254421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt354596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt434530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DONNA DANIELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1BARBARA VANSCOY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2KELLY RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3BRENDAN MAHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4ENRIQUE VIRGIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1FIXED INCOME FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3VP - INTEGRATED CAPI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4ACCOUNTANT
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 HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4NEW HAVEN
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/ZIPCd006534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd106534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd206534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd306534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd406534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0TILT INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BOSTON COMMON ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BBMG HOLDINGS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3APERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4DBL PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0550898
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1151992
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2145000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3113729
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4107882
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02212 QUEEN ANNE AVE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1200 STATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt220 JAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3THREE HARBOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4ONE MONTGOMERY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SAUSALITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd098109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd211201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd394965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd494104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt09
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/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1377142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2264349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt170722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt253012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,913,606
Liabilities
$1,559,754
Net assets
$310,353,852
Revenue
$33,774,082
Expenses
$36,349,061
Net income
-$2,574,979
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