Civic Intelligence

The Colonial Fund C/O Jat Capital Management LP

990PF • Fiscal year 2017 • EIN 27-4349512

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-982%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

26th percentile

-3.6%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

304%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$881,717

Down $32,951 (-3.6%) from 2016

Net Assets

Down

$881,717

Down $32,951 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Up

$3,357

Up $2,527 (+304%) from 2016

Expenses

Down

$36,306

Down $35,850 (-50%) from 2016

Net Income

Up

-$32,949

Up $38,377 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$881,717
Liabilities$0
Net Assets$881,717
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$3,357
Expenses$36,306
Net Income-$32,949
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A THALER CO JAT CAPITAL PARTNETrusteePT$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
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
James a Youngblood CPA
Phone
2148717500
Raw XML Appendix335 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 CO JAT CAPITAL PARTNE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VINCENT KAPPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ELIZABETH HILDEBRANDT
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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/TotalGrantOrContriPdDurYrAmt028206
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/AppliedToCurrentYearAmt036256
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042094
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0182389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt040486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080231
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036256
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0224483
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232303
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13531
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13531
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2284
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN THALER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036083126
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/AtSubmissionCreationDeviceId0932ED1A16A4B0C774C585E5C8EAD173935B50335
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D465963B8C7623D1661095786BE4D7EE3065D1C3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.202.44.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:20:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751044330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANE GORMAN TRUBITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02626 HOWELL ST SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075204
ReturnHeader/PreparerPersonGrp/PhoneNum02148717500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A YOUNGBLOOD CPA
ReturnHeader/ReturnTs02018-11-14T15:26:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$881,717
Liabilities
$0
Net assets
$881,717
Revenue
$3,357
Expenses
$36,306
Net income
-$32,949
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