Civic Intelligence

The Silverbird 29 Fund

990PF • Fiscal year 2020 • EIN 82-2223488

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
37 Montgomery LaneGreenwich, CT 06830

(212) 450-4884

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

5th percentile

-164%

Higher net margin than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

51st percentile

5.4%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$19,449,241

Up $1,001,230 (+5.4%) from 2019

Net Assets

Up

$19,449,241

Up $1,001,230 (+5.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin5th percentile

Revenue

Down

$666,467

Down $373,074 (-36%) from 2019

Expenses

Up

$1,761,210

Up $45,449 (+2.6%) from 2019

Net Income

Down

-$1,094,743

Down $418,523 (-62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$20M$15M$10M$5.0M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $18,650,201Liabilities 2018: $0Net Assets 2018: $18,650,2012018Assets 2019: $18,448,011Liabilities 2019: $1Net Assets 2019: $18,448,0112019Assets 2020: $19,449,241Liabilities 2020: $1Net Assets 2020: $19,449,2412020Assets 2021: $19,395,968Liabilities 2021: $1Net Assets 2021: $19,395,9682021Assets 2022: $17,076,806Liabilities 2022: $1Net Assets 2022: $17,076,8062022Assets 2023: $15,587,361Liabilities 2023: $93,922Net Assets 2023: $15,493,4392023Assets 2024: $16,673,677Liabilities 2024: $0Net Assets 2024: $16,673,6772024

Highlighted filing

2020

Assets$19,449,241
Liabilities$1
Net Assets$19,449,241
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $1,164,803Expenses 2018: $1,639,940Net Income 2018: -$475,1372018Revenue 2019: $1,039,541Expenses 2019: $1,715,761Net Income 2019: -$676,2202019Revenue 2020: $666,467Expenses 2020: $1,761,210Net Income 2020: -$1,094,7432020Revenue 2021: $1,745,215Expenses 2021: $1,726,601Net Income 2021: $18,6142021Revenue 2022: $828,137Expenses 2022: $2,011,905Net Income 2022: -$1,183,7682022Revenue 2023: $1,749,775Expenses 2023: $1,939,220Net Income 2023: -$189,4452023Revenue 2024: $666,373Expenses 2024: $1,952,013Net Income 2024: -$1,285,6402024

Highlighted filing

2020

Revenue$666,467
Expenses$1,761,210
Net Income-$1,094,743
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS S OXMANPresident-$0--
ELENA OXMANVice President-$0--
LEE OXMANVice President-$0--
DAVID C OXMANTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Silverbird 29 Fund
EIN
82-2223488
In Care Of
% WITHUMSMITHBROWN PC
Phone
2124504884
Address
37 MONTGOMERY LANE, GREENWICH, CT 06830

Signing Officer

Name
David C Oxman
Title
Treasurer
Phone
2124504884
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix366 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/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01411 BROADWAY 23RD FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127519100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01501300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01501300
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/AppliedToCurrentYearAmt096592
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01506846
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01580516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01603438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01483924
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01506846
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt017547
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt019497
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01950
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt090944
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt025173
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt025173
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AGENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTION FROM PARTNERSH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0332
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035327
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12818
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135327
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32818
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43472
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM PARTNRERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021509
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021787
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02037185
OtherIncreasesSchedule/OtherIncreasesDetail/Amt158788
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX COST ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0110270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt144900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CHARITABLE CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt026334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt144900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt083936
TaxesSchedule/TaxesDetail/Amt019042
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019042
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C OXMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124504884
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/DisasterReliefTxt0NY-HURRICANEIDA DR4615
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SILVERBIRD 29 FUND
ReturnHeader/Filer/BusinessNameControlTxt0SILV
ReturnHeader/Filer/EIN0822223488
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum02124504884
ReturnHeader/Filer/USAddress/AddressLine1Txt037 MONTGOMERY LANE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02021-11-12T17:56:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OXMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,449,241
Liabilities
$1
Net assets
$19,449,241
Revenue
$666,467
Expenses
$1,761,210
Net income
-$1,094,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.67$1.95$1.29
2023Detailed filing. Detailed filing data is available for this year.$15.6$0.09$15.5$1.75$1.94$0.19
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.83$2.01$1.18
2021Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.75$1.73$0.02
2020Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.67$1.76$1.09
2019Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.04$1.72$0.68
2018Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.16$1.64$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00