Civic Intelligence

The Colonial Fund C/O Jat Capital Management LP

990PF • Fiscal year 2016 • EIN 27-4349512

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
One Fawcett PlaceGreenwich, CT 06830

(203) 608-3126

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-8593%

Higher net margin than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

19th percentile

-7.2%

Faster asset growth than 19% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$914,668

Down $71,326 (-7.2%) from 2015

Net Assets

Down

$914,668

Down $71,326 (-7.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$830

Down $23,052 (-97%) from 2015

Expenses

Up

$72,156

Up $246 (+0.3%) from 2015

Net Income

Down

-$71,326

Down $23,298 (-49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $23,137Liabilities 2011: $0Net Assets 2011: $23,1372011Assets 2012: $476Liabilities 2012: $0Net Assets 2012: $4762012Assets 2013: $1,016,207Liabilities 2013: $0Net Assets 2013: $1,016,2072013Assets 2014: $1,034,022Liabilities 2014: $0Net Assets 2014: $1,034,0222014Assets 2015: $985,994Liabilities 2015: $0Net Assets 2015: $985,9942015Assets 2016: $914,668Liabilities 2016: $0Net Assets 2016: $914,6682016Assets 2017: $881,717Liabilities 2017: $0Net Assets 2017: $881,7172017Assets 2018: $834,578Liabilities 2018: $0Net Assets 2018: $834,5782018Assets 2019: $770,756Liabilities 2019: $0Net Assets 2019: $770,7562019

Highlighted filing

2016

Assets$914,668
Liabilities$0
Net Assets$914,668
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $26,9222011Expenses 2012: $50,2162012Revenue 2013: $1,098,175Expenses 2013: $82,444Net Income 2013: $1,015,7312013Revenue 2014: $107,006Expenses 2014: $89,191Net Income 2014: $17,8152014Revenue 2015: $23,882Expenses 2015: $71,910Net Income 2015: -$48,0282015Revenue 2016: $830Expenses 2016: $72,156Net Income 2016: -$71,3262016Revenue 2017: $3,357Expenses 2017: $36,306Net Income 2017: -$32,9492017Revenue 2018: $1,586Expenses 2018: $48,725Net Income 2018: -$47,1392018Revenue 2019: $21Expenses 2019: $63,843Net Income 2019: -$63,8222019

Highlighted filing

2016

Revenue$830
Expenses$72,156
Net Income-$71,326
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A THALERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Colonial Fund
EIN
27-4349512
Phone
2036083126
Address
ONE FAWCETT PLACE, GREENWICH, CT 06830

Signing Officer

Name
John Thaler
Title
Trustee
Phone
2036083126
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Untracht Early LLC
Address
325 COLUMBIA TURNPIKE SUITE 202, FLORHAM PARK, NJ 07932
Preparer
George Yager
Phone
9734086700
Raw XML Appendix339 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN A THALER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O JAT CAPITAL PARTNERS LP ONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0FAWCETT PLACE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AVAILABLE TO WILLIAM FLOYD HIGH SCHOOL SENIORS LOOKING TO ENROLL IN FOUR-YEAR COLLEGE FOR THE ACADEMIC YEAR IMMEDIATELY FOLLOWING HIGH SCHOOL GRADUATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SCHOLARSHIPS ARE DETERMINED ANNUALLY AND DECISIONS DISCLOSED TO ALL CANDIDATES.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN A THALER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VINCENT KAPPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JARROD MULLALLY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O WILLIAM FLOYD HIGH SCHOOL 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O WILLIAM FLOYD HIGH SCHOOL 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O WILLIAM FLOYD HIGH SCHOOL 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0MASTIC BEACH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1MASTIC BEACH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2MASTIC BEACH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MASTIC BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MASTIC BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MASTIC BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211951
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054622
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046714
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt080231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt049914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024856
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024856
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0232303
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt080231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt049914
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065106
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018392
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0257159
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238767
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15835
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15835
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN THALER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036083126
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COLONIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAT CAPITAL PARTNERS LP
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0274349512
ReturnHeader/Filer/PhoneNum02036083126
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE FAWCETT PLACE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId080358F3FAB3EBAF9FE283330E22141A664F1230F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB147FA635765E1CDF5FED60972AE4D241895E94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.51.35.2
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:37:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223754856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNTRACHT EARLY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 COLUMBIA TURNPIKE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09734086700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE YAGER
ReturnHeader/ReturnTs02017-05-15T07:50:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$914,668
Liabilities
$0
Net assets
$914,668
Revenue
$830
Expenses
$72,156
Net income
-$71,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.10$0.08$1.02
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03