Civic Intelligence

Frey Foundation

990PF • Fiscal year 2011 • EIN 23-2195681

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 16, 2012

10921 Bonita Beach Rd34135
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$20,331

No earlier filing loaded for comparison.

Net Assets

$20,331

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$245

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $20,331Liabilities 2011: $0Net Assets 2011: $20,3312011Assets 2012: $20,535Liabilities 2012: $02012Assets 2013: $20,544Liabilities 2013: $02013Assets 2014: $20,346Liabilities 2014: $02014Assets 2015: $19,471Liabilities 2015: $02015Assets 2019: $19,832Liabilities 2019: $0Net Assets 2019: $19,8322019Assets 2020: $19,832Liabilities 2020: $0Net Assets 2020: $19,8322020Assets 2021: $19,832Liabilities 2021: $0Net Assets 2021: $19,8322021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$20,331
Liabilities$0
Net Assets$20,331

Operations Trend

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

$500$0-$500-$1.0KExpenses 2011: $2452011Revenue 2012: $449Expenses 2012: $245Net Income 2012: $2042012Revenue 2013: $254Expenses 2013: $245Net Income 2013: $92013Revenue 2014: $47Expenses 2014: $245Net Income 2014: -$1982014Revenue 2015: -$630Expenses 2015: $245Net Income 2015: -$8752015Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2011

Revenue-
Expenses$245
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 16, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY E FREYPresident-$0--
ROGER FREYSecretary-$0--
ERIC FREYDirector-$0--
Filing and Contact Details

Filer

EIN
23-2195681
Raw XML Appendix203 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
CompensationExplanation/Compensation/PersonName0BARRY E FREY
CompensationExplanation/Compensation/PersonName1ROGER FREY
CompensationExplanation/Compensation/PersonName2ERIC FREY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue011157
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19501
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV012842
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SIRIUS RADIO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1NEWMONT MINING CORP
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome0214
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0214
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0214
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-31
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0245
IRS990PF/BalanceSheets/CashBOY0-298
IRS990PF/BalanceSheets/CashEOY0-327
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY020660
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY020658
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV016191
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY020362
IRS990PF/BalanceSheets/RetainedEarningsEOY020331
IRS990PF/BalanceSheets/TotalAssetsBOY020362
IRS990PF/BalanceSheets/TotalAssetsEOY020331
IRS990PF/BalanceSheets/TotalAssetsEOYFMV016191
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY020362
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY020331
IRS990PF/BalanceSheets/TotalNetAssetsBOY020362
IRS990PF/BalanceSheets/TotalNetAssetsEOY020331
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-31
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal020331
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY020362
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY020331
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY016191
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARRY E FREY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROGER FREY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ERIC FREY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1016976 VERONA LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11180 WESTERLY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12318 CHAPEL WOOD DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NAPLES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LUTHERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode034110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode110956
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode221093
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.009281
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.010394
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.008167
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4014913
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5018366
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40155
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50150
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.018561
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BARRY E FREY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02394958200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine109220 BONITA BEACH RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BONITA SPRINGS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033923
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02
IRS990PF/UndistributedIncome/ExcessFromYear402
IRS990PF/UndistributedIncome/TotalCorpus02
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0245
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1UBS FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0245
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0245
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0232195681
ReturnHeader/Filer/Name/BusinessNameLine10FREY FOUNDATION
ReturnHeader/Filer/NameControl0FREY
ReturnHeader/Filer/Phone02394958200
ReturnHeader/Filer/USAddress/AddressLine1010921 BONITA BEACH RD
ReturnHeader/Filer/USAddress/City0BONITA SPRINGS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034135
ReturnHeader/Officer/DateSigned02012-07-16
ReturnHeader/Officer/Name0BARRY E FREY
ReturnHeader/Officer/Phone02394958200
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-07-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOSEPH R SCHORTZ CPA PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10201 W MARION AVE STE 1202
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PUNTA GORDA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033950
ReturnHeader/Preparer/Name0JOSEPH R SCHORTZ CPA
ReturnHeader/Preparer/Phone09416291197
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-16T10:35:11-05:00

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits