Civic Intelligence

Clayton & Frances Alexander Fdn

990PF • Fiscal year 2019 • EIN 20-7164125

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 10, 2020

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(919) 918-2442

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$12,492

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-10%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$667,966

Down $12,689 (-1.9%) from 2018

Net Assets

Down

$667,966

Down $12,689 (-1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin12th percentile

Revenue

Down

$37,225

Down $4,296 (-10%) from 2018

Expenses

Up

$51,405

Up $5,135 (+11%) from 2018

Net Income

Down

-$14,180

Down $9,431 (-199%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $713,082Liabilities 2011: $02011Assets 2012: $717,972Liabilities 2012: $02012Assets 2013: $714,428Liabilities 2013: $02013Assets 2014: $740,076Liabilities 2014: $02014Assets 2015: $722,987Liabilities 2015: $02015Assets 2018: $680,655Liabilities 2018: $0Net Assets 2018: $680,6552018Assets 2019: $667,966Liabilities 2019: $0Net Assets 2019: $667,9662019Assets 2020: $677,081Liabilities 2020: $0Net Assets 2020: $677,0812020Assets 2021: $680,250Liabilities 2021: $0Net Assets 2021: $680,2502021Assets 2022: $671,004Liabilities 2022: $0Net Assets 2022: $671,0042022Assets 2023: $646,902Liabilities 2023: $0Net Assets 2023: $646,9022023Assets 2024: $643,934Liabilities 2024: $0Net Assets 2024: $643,9342024

Highlighted filing

2019

Assets$667,966
Liabilities$0
Net Assets$667,966
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2011: $46,429Expenses 2011: $45,882Net Income 2011: $5472011Revenue 2012: $31,919Expenses 2012: $26,811Net Income 2012: $5,1082012Revenue 2013: $52,856Expenses 2013: $56,339Net Income 2013: -$3,4832013Revenue 2014: $64,097Expenses 2014: $38,235Net Income 2014: $25,8622014Revenue 2015: $31,500Expenses 2015: $48,406Net Income 2015: -$16,9062015Revenue 2018: $41,521Expenses 2018: $46,270Net Income 2018: -$4,7492018Revenue 2019: $37,225Expenses 2019: $51,405Net Income 2019: -$14,1802019Revenue 2020: $50,474Expenses 2020: $40,583Net Income 2020: $9,8912020Revenue 2021: $53,508Expenses 2021: $48,132Net Income 2021: $5,3762021Revenue 2022: $39,968Expenses 2022: $51,686Net Income 2022: -$11,7182022Revenue 2023: $21,294Expenses 2023: $45,787Net Income 2023: -$24,4932023Revenue 2024: $35,870Expenses 2024: $38,963Net Income 2024: -$3,0932024

Highlighted filing

2019

Revenue$37,225
Expenses$51,405
Net Income-$14,180
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKTrustee-$12,492-$12,492
Filing and Contact Details

Filer

Filer Name
Clayton & Frances Alexander Foundation
EIN
20-7164125
Phone
9199182442
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
Trustee
Phone
9199182442
Signed
2020-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2625064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt273221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt304762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3433790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt354580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt363553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt376333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt403059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4245882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt444235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt455182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt462772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4716243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt493745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt503817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt511892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt529239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt534296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt545496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt555268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt563090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt573477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt595210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt604018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6110278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt631675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt642509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt652964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt665093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt676685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt682244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt692869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt704013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt712273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018467
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt018758
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037225
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018758
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06246
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06246
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012492
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035080
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035080
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018318
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018467
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0198325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt018758
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030609
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0221
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01333

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Filings

Displayed year

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

Open filing
Assets
$667,966
Liabilities
$0
Net assets
$667,966
Revenue
$37,225
Expenses
$51,405
Net income
-$14,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.36$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.21$0.46$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.40$0.52$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.54$0.48$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.50$0.41$0.10
2019Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.37$0.51$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.42$0.46$0.05
2015Summary only. Only limited summary data is available for this year.$7.23$0.00$0.32$0.48$0.17
2014Summary only. Only limited summary data is available for this year.$7.40$0.00$0.64$0.38$0.26
2013Summary only. Only limited summary data is available for this year.$7.14$0.00$0.53$0.56$0.03
2012Summary only. Only limited summary data is available for this year.$7.18$0.00$0.32$0.27$0.05
2011Summary only. Only limited summary data is available for this year.$7.13$0.00$0.46$0.46$0.01