Civic Intelligence

Interlaken Foundation Inc C/O Robert G Wilmers

990PF • Fiscal year 2014 • EIN 52-2339479

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization Profile
350 Park AvenueSuite 6TH FL10022

(212) 350-2498

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

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

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Net Margin

82nd percentile

72%

Higher net margin than 82% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Flat

$25,496,331

Flat from 2014

Net Assets

$25,496,331

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin82nd percentile

Revenue

Flat

$4,982,312

Flat from 2014

Expenses

Flat

$1,416,279

Flat from 2014

Net Income

Flat

$3,566,033

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$400M$300M$200M$100M$0Assets 2011: $17,185,667Liabilities 2011: $0Net Assets 2011: $17,185,6672011Assets 2012: $19,048,953Liabilities 2012: $0Net Assets 2012: $19,048,9532012Assets 2013: $21,930,298Liabilities 2013: $0Net Assets 2013: $21,930,2982013Assets 2014: $25,496,331Liabilities 2014: $0Net Assets 2014: $25,496,3312014Assets 2014: $25,496,331Liabilities 2014: $12014Assets 2015: $31,512,874Liabilities 2015: $0Net Assets 2015: $31,512,8742015Assets 2016: $32,512,865Liabilities 2016: $0Net Assets 2016: $32,512,8652016Assets 2017: $34,579,749Liabilities 2017: $0Net Assets 2017: $34,579,7492017Assets 2019: $272,250,019Liabilities 2019: $0Net Assets 2019: $272,250,0192019Assets 2020: $307,409,102Liabilities 2020: $0Net Assets 2020: $307,409,1022020Assets 2021: $352,252,631Liabilities 2021: $0Net Assets 2021: $352,252,6312021Assets 2022: $372,928,514Liabilities 2022: $0Net Assets 2022: $372,928,5142022Assets 2023: $364,394,579Liabilities 2023: $12023Assets 2024: $366,754,527Liabilities 2024: $0Net Assets 2024: $366,754,5272024

Highlighted filing

2014

Assets$25,496,331
Liabilities$0
Net Assets$25,496,331
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$150M$100M$50M$0-$50MExpenses 2011: $187,3932011Expenses 2012: $1,061,3132012Expenses 2013: $494,7922013Revenue 2014: $4,982,312Expenses 2014: $1,416,279Net Income 2014: $3,566,0332014Revenue 2014: $4,982,312Expenses 2014: $1,416,279Net Income 2014: $3,566,0332014Revenue 2015: $3,692,257Expenses 2015: $1,776,095Net Income 2015: $1,916,1622015Revenue 2016: $3,136,186Expenses 2016: $2,136,195Net Income 2016: $999,9912016Revenue 2017: $4,663,443Expenses 2017: $2,618,983Net Income 2017: $2,044,4602017Revenue 2019: $158,903,882Expenses 2019: $4,925,449Net Income 2019: $153,978,4332019Revenue 2020: $47,024,089Expenses 2020: $11,865,006Net Income 2020: $35,159,0832020Revenue 2021: $63,384,131Expenses 2021: $18,540,602Net Income 2021: $44,843,5292021Revenue 2022: $41,079,708Expenses 2022: $20,403,825Net Income 2022: $20,675,8832022Revenue 2023: $11,583,338Expenses 2023: $20,117,273Net Income 2023: -$8,533,9352023Revenue 2024: $24,618,181Expenses 2024: $22,258,233Net Income 2024: $2,359,9482024

Highlighted filing

2014

Revenue$4,982,312
Expenses$1,416,279
Net Income$3,566,033
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G WILMERSPresident-$0--
Filing and Contact Details

Filer

EIN
52-2339479
In Care Of
% ROBERT G WILMERS
Phone
2123502498

Signing Officer

Name
Robert G Wilmers
Title
President
Phone
2123502498
Signed
2014-11-15
Discuss with paid preparer
Yes

Preparer

Preparer
Dorian a Vergos
Phone
2123502498
Raw XML Appendix375 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10BARRINGTON STAGE COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12FRENCH AMERICAN CULTURAL EXCHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13MAHAIWE PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14THE TRUSTEES OF RESERVATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3) charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1030 UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1115 CRISSEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12972 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 690
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14572 ESSEX STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PITTSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4BEVERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode001201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode101230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode210075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode301230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode401915
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01392000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0346844
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01048456
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01424273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01395300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01077429
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01048456
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT G WILMERS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ROBERT G WILMERS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2gertrude wilmers
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3gertrude wilmers
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10350 PARK AVENUE 6TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine11350 PARK AVENUE 6TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1214 east 90th street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1314 east 90th street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City2new york
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City3new york
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode110022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode210128
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode310128
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01964775
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12350000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt224965
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt325267
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01964775
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt124965
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt225267
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc017,000 shares of m&t stock
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1257 shares of exxon mobil stock
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc248 shares of apple stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-04-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22014-04-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DELAWARE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DELAWARE CORPORATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1402
OtherIncomeSchedule2/OtherIncomeDetail/Desc02005 EXCISE TAX OVERPAYMENT (APPLIED)
TaxesSchedule/TaxesDetail/Amt011100
TaxesSchedule/TaxesDetail/Amt16117
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 2013 ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - 2012 BALANCE DUE
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G WILMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02123502498
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10INTERLAKEN FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O ROBERT G WILMERS
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0522339479
ReturnHeader/Filer/InCareOfNm0% ROBERT G WILMERS
ReturnHeader/Filer/PhoneNum02123502498
ReturnHeader/Filer/USAddress/AddressLine10350 PARK AVENUE
ReturnHeader/Filer/USAddress/AddressLine20Suite 6TH FL
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DORIAN A VERGOS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10352 7TH AVE - SUITE 1501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010001
ReturnHeader/PreparerPersonGrp/PhoneNum02123502498
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIAN A VERGOS
ReturnHeader/ReturnTs02014-11-14T09:49:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,496,331
Liabilities
$0
Net assets
$25,496,331
Revenue
$4,982,312
Expenses
$1,416,279
Net income
$3,566,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$367$0.00$367$24.6$22.3$2.36
2023Summary only. Only limited summary data is available for this year.$364$0.00$11.6$20.1$8.53
2022Detailed filing. Detailed filing data is available for this year.$373$0.00$373$41.1$20.4$20.7
2021Detailed filing. Detailed filing data is available for this year.$352$0.00$352$63.4$18.5$44.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$307$0.00$307$47.0$11.9$35.2
2019Detailed filing. Detailed filing data is available for this year.$272$0.00$272$159$4.93$154
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$0.00$34.6$4.66$2.62$2.04
2016Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$3.14$2.14$1.00
2015Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$3.69$1.78$1.92
2014Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$4.98$1.42$3.57
2014Summary only. Only limited summary data is available for this year.$25.5$0.00$4.98$1.42$3.57
2013Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.49
2012Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.06
2011Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.19