Civic Intelligence

Cape Branch Foundation

990PF • Fiscal year 2017 • EIN 22-6054886

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

11450 SE Dixie Highway 202Hobe Sound, FL 33455

(772) 545-9020

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.47x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

2.87x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

158%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,074,526

Up $444,490 (+12%) from 2016

Net Assets

Up

$2,168,667

Up $436,447 (+25%) from 2016

Liabilities

Up

$1,905,859

Up $8,043 (+0.4%) from 2016

Revenue

Up

$662,960

Up $406,431 (+158%) from 2016

Expenses

Down

$226,513

Down $132,037 (-37%) from 2016

Net Income

Up

$436,447

Up $538,468 (+528%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $10,934,602Liabilities 2011: $3,000,0002011Assets 2012: $4,320,749Liabilities 2012: $3,000,0002012Assets 2013: $3,734,777Liabilities 2013: $2,699,8002013Assets 2014: $1,882,724Liabilities 2014: $02014Assets 2015: $1,834,241Liabilities 2015: $02015Assets 2016: $3,630,036Liabilities 2016: $1,897,816Net Assets 2016: $1,732,2202016Assets 2017: $4,074,526Liabilities 2017: $1,905,859Net Assets 2017: $2,168,6672017Assets 2019: $9,029,347Liabilities 2019: $56,958Net Assets 2019: $8,972,3892019Assets 2020: $8,883,451Liabilities 2020: $62,402Net Assets 2020: $8,821,0492020Assets 2021: $9,845,792Liabilities 2021: $37,070Net Assets 2021: $9,808,7222021Assets 2022: $10,221,356Liabilities 2022: $56,897Net Assets 2022: $10,164,4592022Assets 2023: $9,920,511Liabilities 2023: $21,207Net Assets 2023: $9,899,3042023Assets 2024: $10,094,213Liabilities 2024: $92,335Net Assets 2024: $10,001,8782024

Highlighted filing

2017

Assets$4,074,526
Liabilities$1,905,859
Net Assets$2,168,667

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $150,479Expenses 2011: $1,025,168Net Income 2011: -$874,6892011Revenue 2012: $77,486Expenses 2012: $6,691,339Net Income 2012: -$6,613,8532012Revenue 2013: $737,452Expenses 2013: $1,023,224Net Income 2013: -$285,7722013Revenue 2014: $1,227,976Expenses 2014: $380,229Net Income 2014: $847,7472014Revenue 2015: $314,351Expenses 2015: $362,834Net Income 2015: -$48,4832015Revenue 2016: $256,529Expenses 2016: $358,550Net Income 2016: -$102,0212016Revenue 2017: $662,960Expenses 2017: $226,513Net Income 2017: $436,4472017Revenue 2019: $7,335,572Expenses 2019: $432,025Net Income 2019: $6,903,5472019Revenue 2020: $700,860Expenses 2020: $350,694Net Income 2020: $350,1662020Revenue 2021: $1,626,747Expenses 2021: $135,317Net Income 2021: $1,491,4302021Revenue 2022: $1,027,705Expenses 2022: $169,746Net Income 2022: $857,9592022Revenue 2023: -$31,021Expenses 2023: $219,134Net Income 2023: -$250,1552023Revenue 2024: $413,510Expenses 2024: $310,936Net Income 2024: $102,5742024

Highlighted filing

2017

Revenue$662,960
Expenses$226,513
Net Income$436,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L JOHNSONDirector-$0--
GRETCHEN W JOHNSONDirector/Trustee-$0--
SCARLET S JOHNSONTrustee-$0--
CHRISTOPHER DIRK WITTENBORNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cape Branch Foundation
EIN
22-6054886
In Care Of
% ROBERT PRITCHARD
Phone
7725459020
Address
11450 SE Dixie Highway 202, HOBE SOUND, FL 33455

Signing Officer

Name
Gretchen Johnson
Title
Officer
Phone
2128320400
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Berdon LLP
Address
360 Madison Ave, New York, NY 10017
Preparer
Charles Perry
Phone
2128320400
Raw XML Appendix363 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0API FLAG VENTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1API FLAG VENTURES II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2API DOMESTIC VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3API INTERNATIONAL CORE VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4API US CORE VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5API VALUE GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6API EMERGING & GROWTH
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT PRITCHARD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09084393130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 86
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROCTOR ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0204 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082500
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0368825
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0314622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04673975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0286325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04387650
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0314622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0314622
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04988597
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER DED. THRU PARTNERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0120917
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21280
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORD. BUS. INCOME(LOSS) THRU PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PORTFOLIO INCOME(LOSS) THRU PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INCOME (LOSS) THRU PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0271
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1258
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt225099
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0271
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1258
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt225099
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt036882
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11860934
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0API FLAG VENTURES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1API US CORE VALUE FUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt045243
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11860616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03000
TaxesSchedule/TaxesDetail/Amt011310
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX FROM PARTNERSHIPS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011310
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02128320400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPE BRANCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0226054886
ReturnHeader/Filer/InCareOfNm0% ROBERT PRITCHARD
ReturnHeader/Filer/PhoneNum07725459020
ReturnHeader/Filer/USAddress/AddressLine1Txt011450 SE Dixie Highway 202
ReturnHeader/Filer/USAddress/CityNm0HOBE SOUND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033455
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05CC570531AEEAC8CA98BF81F2D66F9AB57A85BC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CC570531AEEAC8CA98BF81F2D66F9AB57A85BC1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026377420183195000039
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.22.173.199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berdon LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 Madison Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02128320400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles Perry
ReturnHeader/ReturnTs02018-11-15T14:01:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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