Civic Intelligence

Fund for Individual Potential Co Fiduciary

990PF • Fiscal year 2015 • EIN 26-6112299

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization Profile
280 Park AvenueNew York, NY 10017

(212) 632-3000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2015 filings • NTEE T • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • NTEE T • $25M-$50M nonprofits • Source year 2015

Net Margin

75th percentile

61%

Higher net margin than 75% of similar nonprofits.

2015 filings • NTEE T • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$243,270

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

$32,339,078

No earlier filing loaded for comparison.

Net Assets

$32,339,078

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin75th percentile

Revenue

$2,006,906

No earlier filing loaded for comparison.

Expenses

$791,230

No earlier filing loaded for comparison.

Net Income

$1,215,676

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2015: $32,339,078Liabilities 2015: $0Net Assets 2015: $32,339,0782015Assets 2017: $35,520,718Liabilities 2017: $0Net Assets 2017: $35,520,7182017Assets 2018: $36,641,104Liabilities 2018: $0Net Assets 2018: $36,641,1042018Assets 2019: $38,905,849Liabilities 2019: $0Net Assets 2019: $38,905,8492019Assets 2020: $39,114,534Liabilities 2020: $0Net Assets 2020: $39,114,5342020Assets 2021: $41,063,106Liabilities 2021: $0Net Assets 2021: $41,063,1062021Assets 2022: $39,724,539Liabilities 2022: $0Net Assets 2022: $39,724,5392022Assets 2023: $39,547,917Liabilities 2023: $0Net Assets 2023: $39,547,9172023Assets 2024: $41,514,941Liabilities 2024: $0Net Assets 2024: $41,514,9412024

Highlighted filing

2015

Assets$32,339,078
Liabilities$0
Net Assets$32,339,078
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $2,006,906Expenses 2015: $791,230Net Income 2015: $1,215,6762015Revenue 2017: $5,909,036Expenses 2017: $2,148,326Net Income 2017: $3,760,7102017Revenue 2018: $3,549,482Expenses 2018: $2,423,997Net Income 2018: $1,125,4852018Revenue 2019: $5,280,602Expenses 2019: $2,562,118Net Income 2019: $2,718,4842019Revenue 2020: $2,973,036Expenses 2020: $2,750,856Net Income 2020: $222,1802020Revenue 2021: $5,019,684Expenses 2021: $3,066,614Net Income 2021: $1,953,0702021Revenue 2022: $2,802,384Expenses 2022: $3,963,330Net Income 2022: -$1,160,9462022Revenue 2023: $3,576,633Expenses 2023: $3,741,359Net Income 2023: -$164,7262023Revenue 2024: $5,798,285Expenses 2024: $3,800,555Net Income 2024: $1,997,7302024

Highlighted filing

2015

Revenue$2,006,906
Expenses$791,230
Net Income$1,215,676
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY TRUST CO INTLTrustee-$243,270-$243,270
STUART GOODETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fund for Individual Potential Co Fiduciary
EIN
26-6112299
Phone
2126323000
Address
280 PARK AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Fiduciary Trust Co Intl
Title
Manage Director
Phone
2126323000
Signed
2016-08-11
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52428145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53578822
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57713475
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ANARDARKO PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AVAGO TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BERKSIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BERRY VENTURES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CABOT OIL & GAS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CHEVRON CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOW CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FGT FRANKLIN INTERNATIONAL GRO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES CURRENCY HEDGED MSCI J
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MAXIM INTEGRATED PRODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MEAD JOHNSON NUTITION COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NESTLE S A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NOVO NORDISK AS SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43OAK RIDGE SMALL CAP GROWTH FUN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46RED HAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TEMPLETON INSTL FDS INC FOREIG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IS BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1423554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EAST END INVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PANCO STRATEGIC REAL ESTATE FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1249710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0706480
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01259265
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0194616
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0243270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01215676
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09714543
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01856
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07425
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt09281
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01259265
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0968719
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01345
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010985
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt034334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0552005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0215876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0791230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01184595
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt052005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0215876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0291230
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292011-11-17

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,339,078
Liabilities
$0
Net assets
$32,339,078
Revenue
$2,006,906
Expenses
$791,230
Net income
$1,215,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$5.80$3.80$2.00
2023Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$3.58$3.74$0.16
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$2.80$3.96$1.16
2021Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$5.02$3.07$1.95
2020Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$2.97$2.75$0.22
2019Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$5.28$2.56$2.72
2018Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$3.55$2.42$1.13
2017Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$5.91$2.15$3.76
2015Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.01$0.79$1.22