Civic Intelligence

Michael & Joan Dritz Charitable Trust Ua Dtd 122386

990PF • Fiscal year 2023 • EIN 13-6884604

Jan 01, 2023 to Dec 31, 2023

Organization Profile
Palm Bch Gdns, FL
Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-155%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

2nd percentile

-93%

Faster asset growth than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$1,153

Down $16,526 (-93%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Down

$10,655

Down $5,362 (-33%) from 2022

Expenses

Down

$27,181

Down $6,315 (-19%) from 2022

Net Income

Up

-$16,526

Up $953 (+5.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$150K$100K$50K$0Assets 2010: $108,163Liabilities 2010: $02010Assets 2011: $70,288Liabilities 2011: $02011Assets 2012: $9,697Liabilities 2012: $02012Assets 2013: $32,482Liabilities 2013: $0Net Assets 2013: $32,4822013Assets 2014: $55,050Liabilities 2014: $02014Assets 2015: $41,774Liabilities 2015: $0Net Assets 2015: $41,7742015Assets 2016: $27,146Liabilities 2016: $0Net Assets 2016: $27,1462016Assets 2017: $92,899Liabilities 2017: $0Net Assets 2017: $92,8992017Assets 2018: $88,511Liabilities 2018: $0Net Assets 2018: $88,5112018Assets 2019: $32,703Liabilities 2019: $0Net Assets 2019: $32,7032019Assets 2020: $31,681Liabilities 2020: $0Net Assets 2020: $31,6812020Assets 2021: $10,708Liabilities 2021: $0Net Assets 2021: $10,7082021Assets 2022: $17,679Liabilities 2022: $0Net Assets 2022: $17,6792022Assets 2023: $1,153Liabilities 2023: $12023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$1,153
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $47,976Expenses 2010: $36,272Net Income 2010: $11,7042010Revenue 2011: $38,820Expenses 2011: $76,392Net Income 2011: -$37,5722011Revenue 2012: $10,699Expenses 2012: $60,882Net Income 2012: -$50,1832012Revenue 2013: $83,987Expenses 2013: $42,395Net Income 2013: $41,5922013Revenue 2014: $52,437Expenses 2014: $29,869Net Income 2014: $22,5682014Revenue 2015: $9,582Expenses 2015: $22,858Net Income 2015: -$13,2762015Revenue 2016: $18,785Expenses 2016: $33,413Net Income 2016: -$14,6282016Revenue 2017: $90,344Expenses 2017: $24,591Net Income 2017: $65,7532017Revenue 2018: $18,011Expenses 2018: $22,399Net Income 2018: -$4,3882018Revenue 2019: $13,984Expenses 2019: $17,025Net Income 2019: -$3,0412019Revenue 2020: $62,613Expenses 2020: $27,888Net Income 2020: $34,7252020Revenue 2021: $3,201Expenses 2021: $24,174Net Income 2021: -$20,9732021Revenue 2022: $16,017Expenses 2022: $33,496Net Income 2022: -$17,4792022Revenue 2023: $10,655Expenses 2023: $27,181Net Income 2023: -$16,5262023Revenue 2024: $0Expenses 2024: $1,153Net Income 2024: -$1,1532024

Highlighted filing

2023

Revenue$10,655
Expenses$27,181
Net Income-$16,526
Open 2023 Filing
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,153
Liabilities
$1
Net assets
-
Revenue
$10,655
Expenses
$27,181
Net income
-$16,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.01$0.01
2023Summary only. Only limited summary data is available for this year.$0.01$0.00$0.11$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.16$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.24$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.63$0.28$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.14$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.18$0.22$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.90$0.25$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.19$0.33$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.23$0.13
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.52$0.30$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.84$0.42$0.42
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.11$0.61$0.50
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.39$0.76$0.38
2010Summary only. Only limited summary data is available for this year.$1.08$0.00$0.48$0.36$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits