Civic Intelligence

The Silverbird 29 Fund

990PF • Fiscal year 2023 • EIN 82-2223488

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

9th percentile

-8.7%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$15,587,361

Down $1,489,445 (-8.7%) from 2022

Net Assets

Down

$15,493,439

Down $1,583,367 (-9.3%) from 2022

Liabilities

Up

$93,922

Up $93,921 (+9392100%) from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin24th percentile

Revenue

Up

$1,749,775

Up $921,638 (+111%) from 2022

Expenses

Down

$1,939,220

Down $72,685 (-3.6%) from 2022

Net Income

Up

-$189,445

Up $994,323 (+84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$15,587,361
Liabilities$93,922
Net Assets$15,493,439
Open 2023 Filing

Operations Trend

Revenue Growth91st 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

2023

Revenue$1,749,775
Expenses$1,939,220
Net Income-$189,445
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Israel Tannenbaum CPA
Phone
2127519100
Raw XML Appendix360 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/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/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01543333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01543333
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/AppliedToCurrentYearAmt0106062
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01667817
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01644008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01773879
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01537946
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01667817
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0348340
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01393922
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX COST ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CSC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER DEDUCTION FROM PARTNERSH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16838
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt265584
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16838
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt265584
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt099405
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt099405
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BROKER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt093922
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt090216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt127105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2168941
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GREYCOURT & CO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CHARITABLE CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt127105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2168491
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt090216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt06023
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06023
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C OXMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124504884
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Israel Tannenbaum CPA
ReturnHeader/ReturnTs02024-11-15T15:20:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,587,361
Liabilities
$93,922
Net assets
$15,493,439
Revenue
$1,749,775
Expenses
$1,939,220
Net income
-$189,445
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