Civic Intelligence

The Burke Foundation Inc

990PF • Fiscal year 2019 • EIN 52-1632596

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 14, 2020

Organization Profile

View Organization Page

188 Nassau St No 2Princeton, NJ 08542

(609) 754-2400

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.06x

Higher debt load relative to revenue than 24% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$282,888

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$95,713,250

Up $25,750,602 (+37%) from 2015

Net Assets

$95,439,346

No earlier filing loaded for comparison.

Liabilities

Up

$273,904

Up $273,904 from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin10th percentile

Revenue

Down

$4,376,068

Down $17,495,233 (-80%) from 2015

Expenses

Up

$5,787,310

Up $4,133,071 (+250%) from 2015

Net Income

Down

-$1,411,242

Down $21,628,304 (-107%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2011: $5,051,160Liabilities 2011: $02011Assets 2012: $7,399,295Liabilities 2012: $02012Assets 2013: $12,222,122Liabilities 2013: $02013Assets 2014: $68,151,447Liabilities 2014: $02014Assets 2015: $69,962,648Liabilities 2015: $02015Assets 2019: $95,713,250Liabilities 2019: $273,904Net Assets 2019: $95,439,3462019Assets 2020: $114,369,862Liabilities 2020: $8,247Net Assets 2020: $114,361,6152020Assets 2021: $124,895,340Liabilities 2021: $427,513Net Assets 2021: $124,467,8272021Assets 2022: $109,420,940Liabilities 2022: $15,678Net Assets 2022: $109,405,2622022Assets 2023: $110,458,470Liabilities 2023: $4,126Net Assets 2023: $110,454,3442023Assets 2024: $122,218,555Liabilities 2024: $11,131Net Assets 2024: $122,207,4242024

Highlighted filing

2019

Assets$95,713,250
Liabilities$273,904
Net Assets$95,439,346
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MRevenue 2011: $464,272Expenses 2011: $270,535Net Income 2011: $193,7372011Revenue 2012: $2,710,977Expenses 2012: $384,563Net Income 2012: $2,326,4142012Revenue 2013: $5,128,154Expenses 2013: $305,327Net Income 2013: $4,822,8272013Revenue 2014: $57,115,114Expenses 2014: $1,185,786Net Income 2014: $55,929,3282014Revenue 2015: $21,871,301Expenses 2015: $1,654,239Net Income 2015: $20,217,0622015Revenue 2019: $4,376,068Expenses 2019: $5,787,310Net Income 2019: -$1,411,2422019Revenue 2020: $9,988,635Expenses 2020: $5,369,449Net Income 2020: $4,619,1862020Revenue 2021: $8,311,212Expenses 2021: $5,517,922Net Income 2021: $2,793,2902021Revenue 2022: $4,882,193Expenses 2022: $5,764,874Net Income 2022: -$882,6812022Revenue 2023: $2,102,058Expenses 2023: $6,354,243Net Income 2023: -$4,252,1852023Revenue 2024: $5,028,213Expenses 2024: $6,078,997Net Income 2024: -$1,050,7842024

Highlighted filing

2019

Revenue$4,376,068
Expenses$5,787,310
Net Income-$1,411,242
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ATIYA S WEISSExecutive DirectorFT$260,000$22,888$282,888
JAMES BURKEPresidentFT$200,000$36,747$236,747
CHARLES CARROLLTreasurer-$0--
PHILIP SIANASecretary-$0--
QUENTIN SCHAFFERTrustee Through January 2019-$0--
STEPHEN DNISTRIANTrustee-$0--
CHRISTOPHER KUENNETrustee-$0--
JEANNE BROOKS-GUNNETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL PHILANTHROPIC TRUSTDONOR ADVISED FUND CONTRIBUTIONPCJENKINSTOWN, PA, US$1,255,000
Paid GrantPRINCETON AREA COMMUNITY FOUNDATION DAFDONOR ADVISED FUND CONTRIBUTIONPCLAWRENCEVILLE, NJ, US$1,255,000
Paid GrantPRINCETON MEDICAL CENTER FOUNDATIONLEGACY GIFT TO SUPPPORT MATERNAL AND CHILD HEALTH NURSINGPCPLAINSBORO, NJ, US$250,000
Paid GrantSOUTH WARD CHILDREN'S ALLIANCESOUTH WARD CHILDREN'S ALLIANCE PROMISE NEIGHBORHOOD EARLY CHILDHOOD PROGRAMSPCNEWARK, NJ, US$250,000
Paid GrantPRINCETON AREA COMMUNITY FOUNDATIONPARTNERSHIP TO LAUNCH COMMUNITY IMPACT GRANTSPCLAWRENCEVILLE, NJ, US$200,000
Paid GrantHACKENSACK MERIDIAN HEALTHSUPPORT FOR PILOTING HEALTHYSTEPS AT HACKENSACK MEREDIAN HEALTHPCLODI, NJ, US$149,923
Paid GrantZERO TO THREESUPPORT FOR TECHNICAL ASSISTANCE AND SUSTAINING HEALTHYSTEPS IN NEW JERSEYPCWASHINGTON, DC, US$89,742
Paid GrantCENTERING HEALTHCARE INSTITUTE (CHI)LAUNCHING 5 CENTERING SITES IN NJ IN PARTNERSHIP WITH NJDOH AND EARLY CHILDHOOD FUNDERSPCBOSTON, MA, US$83,000
Paid GrantNEW JERSEY AMERICAN ACADEMY OF PEDIATRICSSUPPORT FOR INCORPORATING MT. SINAI PARENTING CENTER CURRICULUM INTO ALL NJ PEDIATRIC RESIDENCY PROGRAMSPCEAST WINDSOR, NJ, US$56,756
Paid GrantHENRY J AUSTIN HEALTH CENTERSUPPLEMENTAL GRANT FOR CENTERINGPARENTINGPCTRENTON, NJ, US$50,444
Paid GrantADVOCATES FOR CHILDREN OF NEW JERSEYCENSUS 2020 0-5 COUNTPCNEWARK, NJ, US$50,000
Paid GrantCHILDREN'S HOME SOCIETY OF NEW JERSEYSUPPLEMENTAL GRANT FOR COMMUNITY DOULAS IN TRENTONPCTRENTON, NJ, US$50,000
Paid GrantMOUNT SINAI PARENTING CENTERSUPPORT FOR PEDIATRIC RESIDENCY CURRICULUM CHILD DEVLEOPMETN AND POSITIVE PARENTING PLATFORM AND DEVELOPMENTPCNEW YORK, NY, US$50,000
Paid GrantCENTER FOR HEALTH CARE STRATEGIESSUPPORT THE DEVELOPMENT OF THE NJ STATEWIDE ACES ACTION PLANPCHAMILTON, NJ, US$34,375
Paid GrantCAMDEN COALITION OF HEALTHCARE PROVIDERSSAFER CHILDBIRTH CITIES GRANT IN PARTNERSHIP WITH MATERNAL HEALTH FUNDERS COLLABORATIVEPCCAMDEN, NJ, US$31,250
Paid GrantGREATER NEWARK HEALTH CARE COALTIONSAFER CHILDBIRTH CITIES GRANT IN PARTNERSHIP WITH MATERNAL HEALTH FUNDERS COLLABORATIVEPCWEST ORANGE, NJ, US$31,250
Paid GrantKINDERSMILE FOUNDATIONSUPPORT FOR THE DEVELOPMENT OF NEW DENTAL CLINIC IN TRENTONPCBLOOMFIELD, NJ, US$25,000
Paid GrantFATHERS OF ST EDMUND SOUTHERN MISSIONSBOARD DISCRETIONARY GRANTPCSELMA, AL, US$20,000
Paid GrantCENTER FOR HEALTH CARE STRATEGIESSUPPORT THE DEVELOPMENT OF THE NJ STATEWIDE ACES ACTION PLANPCHAMILTON, NJ, US$18,750
Paid GrantCOMMUNITY FOUNDATION OF NEW JERSEYNEWARK COMMUNITY IMPACT FUNDPCMORRISTOWN, NJ, US$15,000
Paid GrantMCCARTER THEATER CENTERBOARD DISCRETIONARY GRANTPCPRINCETON, NJ, US$15,000
Paid GrantCHILDREN'S HOME SOCIETY ON NEW JERSEYSUPPLEMENTAL GRANT FOR COMMUNITY DOULAS IN TRENTONPCTRENTON, NJ, US$12,135
Paid GrantALL OUR KIN INCFAMILY CHILD CARE LANDSCAPING FOR NJ IN PARTNERSHIP WITH EARLY CHILDHOOD FUNDERSPCNEW HAVEN, CT, US$12,000
Paid GrantADVOCATES FOR CHILDREN OF NEW JERSEYGENERAL OPERATING SUPPORTPCNEWARK, NJ, US$10,000
Paid GrantBRAZELTON TOUCHPOINTS CENTEREARLY CHILDHOOD COMMUNICATIONS WEBINARSPCBOSTON, MA, US$10,000
Paid GrantCENTER FOR CHILD AND FAMILY HEALTHFAMILY CONNECTS UNIVERSAL HOME VISITING PILOT PLANNING GRANT IN TRENTONPCDURHAM, NC, US$10,000
Paid GrantNJ SYMPHONY ORCHESTRADISCRETIONARY GRANTPCNEWARK, NJ, US$10,000
Paid GrantTRENTON MUSIC MAKERSBOARD DISCRETIONARY GRANTPCTRENTON, NJ, US$10,000
Paid GrantTRENTON YOUTH WRESTLINGBOARD DISCRETIONARY GRANTPCPRINCETON, NJ, US$10,000
Paid GrantCOUNCIL OF NEW JERSEY GRANTMAKERSCONTRIBUTION FOR MEMBERSHIPPCTRENTON, NJ, US$8,135
Paid GrantCAPE ELEUTHERA FOUNDATION INCBOARD DISCRETIONARY GRANTPCPRINCETON, NJ, US$7,500
Paid GrantTHE CHILDREN'S SCHOOLBOARD DISCRETIONARY GRANTPCSTAMFORD, CT, US$7,500
Paid GrantTSNE MISSIONWORKSCONTRIBUTION FOR EARLY CHILDHOOD FUNDERS COLLABORATIVEPCBOSTON, MA, US$7,500
Paid GrantTSNE MISSIONWORKSCONTRIBTUION FOR EARLY CHILDHOOD FUNDERS COLLABORATIVEPCBOSTON, MA, US$7,500
Paid GrantCOUNCIL OF NEW JERSEY GRANTMAKERSLEADERSHIP GRANTPCTRENTON, NJ, US$7,440
Paid GrantPHILANTHROPY NEW YORKCONTRIBUTION TO SUPPORT MEMBERSHIPPCNEW YORK, NY, US$5,650
Paid GrantFOOD RESCUE US INCBOARD DISCRETIONARY GRANTPCNORWALK, CT, US$5,000
Paid GrantJUNIOR ART AND MUSICBOARD DISCRETIONARY GRANTPCNORWALK, CT, US$5,000
Paid GrantSIMPLY PUT MEDIAWECOUNT! CENSUS PROJECTPCNEW YORK, NY, US$3,500
Paid GrantFSG INCSUPPORT FOR RESEARCHING AND LANDSCAPING THE IMPACT OF ACES AND AREAS OF OPPORTUNITY IN NJPCBOSTON, MA, US$2,619
Paid GrantCHILDREN'S HOME SOCIETY OF NEW JERSEYSUPPLEMENTAL GRANT FOR COMMUNICATIONS TOOLSPCTRENTON, NJ, US$2,500
Paid GrantZERO TO THREEBOARD DISCRETIONARY GRANTPCWASHINGTON, DC, US$2,500
Paid GrantNJ HEALTH CARE QUALITY INSTITUTESUPPORT FOR THE NJ MAYORS WELLNESS CAMPAIGNPCPRINCETON, NJ, US$1,000
Paid GrantTHOMAS EDISON STATE UNIVERSITYSUPPORT FOR A FATHERHOOD EMPOWERMENT SUMMITPCTRENTON, NJ, US$1,000
Filing and Contact Details

Filer

Filer Name
The Burke Foundation Inc
EIN
52-1632596
Phone
6097542400
Address
188 NASSAU ST NO 2, PRINCETON, NJ 08542

Signing Officer

Name
Atiya Weiss
Title
Executive Director
Phone
6097542400
Signed
2020-10-14
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Christopher Petermann
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01799485
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02273861
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt045298
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GRANT REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0231599
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0PROGRAM REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt025825
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04350243
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt025825
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04376068
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt040925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt044563
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt025020
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02277526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0460000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0460000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04138969
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04138969
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01821233
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01799485
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1411242
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt039530114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt045298
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt045298
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01033
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02273861
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03842549
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0101637
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0101737
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0190337
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0190337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0157010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07851
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0164187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt025825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0257424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0119282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0293278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0413201
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0121189
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0121189
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0379
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0120379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05361369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0301508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05787310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04144057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04376068
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0805
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01222400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0301508
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01648341
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt030772
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt031500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032211574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2827155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3465438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41198453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5853962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6639526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7492464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8485818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2683837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3191345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt434562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt561547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7180474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt99182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111067991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2683837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3191345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt434562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt561547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt611038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7180474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-2464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt99182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111067991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032247923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1749964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21018500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5865000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7490000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8495000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101067991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLARION PRIVATE INVESTORS, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2THE WINTON FUND LIMITED TRANCHE B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COATUE OFFSHORE FUND, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RIDGE SELECT: PRIVATE INVESTORS OFFSHORE, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BW PRIVATE INVESTORS OFFSHORE, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LAKEWOOD CAPITAL OFFSHORE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7THIRD POINT OFFSHORE FUND, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8YORK EUROPEAN OPPORTUNITIES UNIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ROSE GROVE OFFSHORE FUND I, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS VI LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02277526
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1411242
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04228003
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt095439346
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt092622585
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt095439346
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04903521
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04646097
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04903521
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04684522
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0257424
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt038425
IRS990PF/DistributableAmountGrp/TotalTaxAmt038425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0158332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt096757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt038425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0158332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt038425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt038425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0196757
IRS990PF/FMVAssetsEOYAmt095713250
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02948
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0273904
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt055273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt019624677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043068560
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt051667746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051667746
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011570
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt011570
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt011570
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt029147007
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042591464
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042591464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0718446
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01442470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01442470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt092625533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt095713250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt095713250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02948
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0273904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt092625533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt095713250
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt092622585
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt095439346
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt092622585
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt095439346
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt095117204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02779826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt092325808
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01426758
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011570
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04684522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt093690446
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt095117204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1VIA EVALUATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0293278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt177000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1EVALUATION AND CAPACITY BUILDING CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0270 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1325 DELAWARE AVENUE SUITE 100

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,713,250
Liabilities
$273,904
Net assets
$95,439,346
Revenue
$4,376,068
Expenses
$5,787,310
Net income
-$1,411,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$122$0.01$122$5.03$6.08$1.05
2023Detailed filing. Detailed filing data is available for this year.$110$0.00$110$2.10$6.35$4.25
2022Detailed filing. Detailed filing data is available for this year.$109$0.02$109$4.88$5.76$0.88
2021Detailed filing. Detailed filing data is available for this year.$125$0.43$124$8.31$5.52$2.79
2020Detailed filing. Detailed filing data is available for this year.$114$0.01$114$9.99$5.37$4.62
2019Detailed filing. Detailed filing data is available for this year.$95.7$0.27$95.4$4.38$5.79$1.41
2015Summary only. Only limited summary data is available for this year.$70.0$0.00$21.9$1.65$20.2
2014Summary only. Only limited summary data is available for this year.$68.2$0.00$57.1$1.19$55.9
2013Summary only. Only limited summary data is available for this year.$12.2$0.00$5.13$0.31$4.82
2012Summary only. Only limited summary data is available for this year.$7.40$0.00$2.71$0.38$2.33
2011Summary only. Only limited summary data is available for this year.$5.05$0.00$0.46$0.27$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $50M-$100M nonprofits